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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

  1. 43 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!

  2. Integration with Halo PSA

    3 votes

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  3. Option to put Spaces to seperate the character per box

    • will allow the user to seperate the charecter per box once the recipient fill it in
    2 votes

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  4. Ability to merge document in bundles.

    1 vote

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  5. option to modify or delete commission number in Notary Stamp

    1 vote

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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!

  6. Ability to customize Dashboard to see the total value of specific documents

    6 votes

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  7. The option to set up column mapping in the quote builder - similarly to pricing table.

    1 vote

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  8. The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
    For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.

    1 vote

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  9. categorize the documents in the completed category so that they are organized based on document type or degree of processing

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  10. Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.

    5 votes

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  11. Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.

    4 votes

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  12. Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.

    Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.

    Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document

    1 vote

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  13. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. Current setting is for the title of the Table of Contents to pull from the Document title. The table of contents title should say Table of Contents or be editable.

    1 vote

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  15. 1 vote

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  16. Option to setup formatting for date field that includes hours and minutes

    1 vote

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  17. It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. Option to send a document for approval after all suggestions from the recipient were resolved

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Prevent variables from moving once filled with data to avoid alignment issues.

    6 votes

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  20. Ability to sign more than 1 page with signature field in one go or click.

    1 vote

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