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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7254 results found

  1. Ability to add transaction ID# under signature.

    2 votes

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  2. Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.

    2 votes

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  3. A role which a user will only be able to view billing and not have access to documents, templates, etc.

    2 votes

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  4. Do suggestions and turn on suggest edits through the API automatically

    3 votes

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    1 comment  ·  API  ·  Admin →
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  5. when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Ability to overlay image into a video block

    1 vote

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  9. Goal: With the focus on retention, it's more valuable than ever to know whether a customer/client is considering cancelling/ending the contract. One strong indicator of that is if they view the pandadoc weeks/months after signing it.

    Solution: Create a trigger within zapier or make.com when a document is viewed with the ability to filter for documents that have been completed by all participants. This will allow the document creator to be a step ahead in terms of knowing whether a client/customer may be considering ending the contract.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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    • Will allow the user to have automation on version history
    3 votes

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  10. Save eForm to content library

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  11. The ability to pass custom product fields into a pricing table on a Template instead of a Document using Salesforce

    1 vote

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  12. Client is requesting that we create an interface to help clients configure their SSO

    1 vote

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  13. It would be good if the template name that was used could be included in the audit trail

    1 vote

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  14. delete a workspace or archive a workspace

    54 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. Have the ability to import new Users via a CSV

    2 votes

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  16. receiving email updates when people in my company joins panda doc

    2 votes

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  17. Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients

    https://pandadoc.zendesk.com/agent/tickets/455389

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  19. I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files

    1 vote

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