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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2929 results found

  1. Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    11 votes

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    0 comments  ·  Other  ·  Admin →
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  2. 104 votes

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  3. 3 votes

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  4. 17 votes

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  5. 4 votes

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  6. Be able to see the document expiration date variable filled in document before sending

    11 votes

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  7. disable the inbox notification (red indicator)

    5 votes

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  8. It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.

    17 votes

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  9. Ability to justify at the top, middle or bottom alignment in cells

    48 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!

  10. 4 votes

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  11. One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    13 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!

  12. when you press Next and go to signature, the window to sign won't open (so you need press signature)

    2 votes

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  13. option to setup a fillable field for date that will auto fill the date that the client opened the link

    17 votes

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  14. An option to save custom variables / tokens to be used across templates.

    33 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!

  15. Option to delete a section header in the Pricing table without deleting the rows within the section

    9 votes

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  16. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    14 votes

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    1 comment  ·  API  ·  Admin →
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  17. We are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original version.

    Thanks in advance!

    4 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!

  18. Email validation for contacts

    10 votes

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    3 comments  ·  Other  ·  Admin →
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  19. Automatically place signature field on every page by dropping it once

    68 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!

  20. How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    12 votes

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