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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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5385 results found

  1. Even though field was not required signers should not be able to complete the document.

    1 vote

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  2. Disable Request review notification

    1 vote

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  3. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  4. We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful

    2 votes

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  5. Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.

    1 vote

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  6. Be able to download a completed document's specific pages, to share separately.

    18 votes

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  7. Restrict document owner from resolving suggestions but leave this option only for document approver(s)

    5 votes

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  8. 45 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. 1 vote

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  10. Option to keep document linked in case Deal ID changes

    1 vote

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  11. Ability to upload files in .MSG format.

    3 votes

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  12. 2 votes

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  13. 2 votes

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  14. The option to forward a document/signature without knowing the email address of the recipient to whom the document is being forwarded - for instance via a link.

    1 vote

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  15. Right now only catalog items have images in pricing tables, but when I make a custom unique proposal I want the ability to add a photo to each line item from the document. Instead of saying "Image from catalog will appear here," make a button to add a photo.

    3 votes

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  16. Ability to integrate Zoho flow

    2 votes

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  17. Ability to search for documents and templates by ID.

    7 votes

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  18. Set auto-reminder in one go for documents that have already been sent by bulk.

    28 votes

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  19. 25 votes

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    12 comments  ·  Other  ·  Admin →
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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. I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
    If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
    That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders

    1 vote

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