Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Filter contacts in PandaDoc based on contact info when adding as a recipient

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  2. 1 vote

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  3. 1 vote

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  4. 3 votes

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  5. Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    4 votes

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  6. 4 votes

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  7. 1 vote

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  8. 4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  9. Scroll-down small field (to put a lot of text to scroll down).

    4 votes

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  10. The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    2 votes

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  11. Authentication procedure for approver (password, etc).

    2 votes

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  12. It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  13. 1 vote

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  14. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  15. reset password on protected documents

    1 vote

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  16. Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    1 vote

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  17. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  18. Doc 2 Doc Enhancements
    - transfer pricing tables

    3 votes

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  19. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    2 votes

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