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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7244 results found

  1. When a document is declined by one recipient, all other recipients should still be able to access the document.

    2 votes

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  2. Redirect to PandaDoc mobile app when accessing document links in a mobile device.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  3. Create an automation that attaches a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes, particularly when the status changes to "Paid".

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. The option to change the document status from "document.waiting_approval" to "document.approved" via the API, when the approval workflow is enabled.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. bulk way to fill in variables from a Google Sheet

    3 votes

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  6. Will allow the user to view who signed the document in the reporting feature

    4 votes

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  7. 3 votes

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  8. PandaDoc Notary via PandaDoc mobile app

    6 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. Ability to create a report on the number of agreements signed in relation to HubSpot variables, such as organization size

    2 votes

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  10. Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document

    7 votes

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  11. A feature that would allow recipients to view one page at a time instead of scrolling (document slide view).

    3 votes

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  12. Ability to use a variable instead of the recipient email to match the client in Quickbooks

    1 vote

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  13. Allow the recipient to pay either a custom amount or the full amount when making a payment on a document

    1 vote

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  14. Option to have integration with Podia so the recipient gain automatic access to our courses upon payment

    1 vote

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  15. Option to have integration with Skool so the recipient gain automatic access to our courses upon payment

    1 vote

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  16. Please add "Electronically signed and dated" to signature box so it appears on the actual document, many facilities require this feature and the signature certification page is not sufficient for them.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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    Hi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  17. Invalidate a completed document after a set amount of time

    2 votes

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  18. Ability for the saved stamp on the account to auto-populate on stamp field when a template has been used for document creation.

    2 votes

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  19. Customer would like to include that links and hyperlinks are not allowed during trial period on the pop up box.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  20. I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?

    9 votes

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