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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7259 results found

  1. Have an option for technical support people who do not require licenses. Have the ability to add and remove, and change users.

    1 vote

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  2. There is an employee and supervisor when the admin send a timesheet to the employee he/she should look into the timesheet and can edit it if needed. Once he is done with the timesheet, it should route to the supervisor, he'll check and give approval/decline, which should be notified to the employee like the timesheet is Approved/Denied.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  3. 1 vote

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  4. It would be great if there was an option to download a pdf without the verified signatures. It's causing my adobe acrobat to time out and have a conniption. I think it would also be a smaller file, so I could attach it in my practice management software.

    2 votes

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  5. Ability to upload image via API instead of using the image URL.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  6. The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product

    2 votes

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  7. When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.

    3 votes

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  8. You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.

    3 votes

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  9. The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.

    4 votes

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  10. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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  11. Download signature created or uploaded in PandaDoc account

    3 votes

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  12. Fill column color (change column background color)
    select entire column and change the background color all at once instead of 1 cell at a time.

    3 votes

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  13. Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

    3 votes

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  14. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    13 votes

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  16. Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement

    2 votes

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  17. "I was wondering if I could assign a numeric value to a question in either a drop-down or with a radio button to create a score? Marketing survey style?" - johnny.kinnaird@workspan.com

    2 votes

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  18. To have a native "read aloud" feature which reads everything on the document

    1 vote

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  19. Ability to export a list of CONTACTS who completed a document.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  20. The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.

    3 votes

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