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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6450 results found

  1. 1 vote

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  2. when you send a document, date doesn't show properly

    1 vote

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  3. 1 vote

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  4. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. When some, but not all, of the recipients have signed a document. It would be great to be able to close the document (no more signatures allowed), and download the document with the signatures thus far AND have a certificate for those that have signed. This would enable a document to be completed without having all of the required fields completed, allowing for alternative methods or dates for signatures, or even electing a new recipient to replace the ones that didn't sign the first time. This ensures those that have signed will not have to sign the document again, saving…

    28 votes

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    2 comments  ·  Other  ·  Admin →
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  6. Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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  7. An option to hide text Boxes in some proposals that has the same content but needs to hide some details

    2 votes

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    • Will allow the user to mask the main email by email Aliases.
    2 votes

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  8. The ability to total quotes by quantity rather than only price, as we work on a points system against a monthly retainer fee.

    3 votes

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  9. Ability to track devices used when a document is signed.

    1 vote

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  10. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  11. Zapier trigger for a slack channel notification once there's a document in "actions needed" on the dashboard.

    1 vote

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  12. 2 votes

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  13. Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  14. attach a document from one deal to another in Pipedrive

    1 vote

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  15. Integration with Discord

    1 vote

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  16. It's good when your workspace is neat and there are no unnecessary documents cluttering it up, so being able to delete a document, when I am the recipient, is essential

    2 votes

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  17. 2 votes

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  18. Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)

    Similar to how Templates has a View option (List/Grid)

    3 votes

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  19. 1 vote

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