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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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6307 results found

  1. PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
    Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.

    3 votes

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  2. ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Ability to hide or remove parts of the signature certificate.

    Including:
    Signer's email address
    Dates
    Timestamp
    Location
    IP address
    PandaDoc promotional message

    69 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!

  4. Manually change document status in Salesforce Integration to decline contracts as necessary

    2 votes

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  5. Auto-Capitalization Option

    • will auto capitalize words on the document
    2 votes

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  6. Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    4 votes

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  7. customer wants rounded table design and not just plain box

    4 votes

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  8. 3 votes

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  9. Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Ability to automatically forward documents sent to you to any of your PandaDoc account users.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Can we hide anyone without a “@companydomain.com” email address from the list of users within a workspace?

    1 vote

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  12. Can you create a template for the manufacturing agreement?

    1 vote

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  13. Be able to disable a user account, but still see a record of all past users and see the history of their documents.

    1 vote

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  14. Bulk import tags.

    1 vote

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  15. Ability to pull all the tagged documents only within the folder you're currently in.

    1 vote

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  16. When the document's status changes - > move the deal to the custom stage via Automations feature

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.

    127 votes

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  18. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Ability to fill out form fields (name;last name;email) via extending the URL.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. "Document.ExpirationDate" should be visible to the approver of a document with a note saying this will be populated once sent to client and reference the settings on the document eg. "the date will automatically be populated with an expiry date 7 days after the date it is sent"

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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