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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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6302 results found

  1. Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    1 vote

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  2. 1 vote

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  3. Reverse the change necessitating clicking Open on All Documents page. The user is already looking at the name - having to move over to Open is an extra step.

    1 vote

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  4. 1 vote

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  5. Integration with Humi

    1 vote

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  6. Option to send leaderboard reports via email on a recurring basis.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Notification when the new document draft is created from the template

    4 votes

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  8. Custom QR code to our documents for recipients to use.

    9 votes

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  9. Ability to get the IP or Identify who access the document using Audit Trail

    9 votes

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    2 comments  ·  Other  ·  Admin →
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  10. 5 votes

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  11. 2 votes

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  12. a way to use a 'checkbox' field in a template that can be clicked/unclicked when reviewing the doc rather than by a signer

    1 vote

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  13. for the creator license to not be able to to edit the signing order in the document

    1 vote

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  14. If:
    -Template theme doesn't have a background image
    -Page of the template where conditional smart content block is placed doesn't have a backround image

    Then
    -Be able to pull the background image of the CLI for the page in the resulting document

    1 vote

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  15. Automatically download the attachments when opening the files added to collect files field

    61 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!

  16. Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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  17. a way to download all the emails for the people that only viewed my template

    3 votes

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  18. populate two salesforce opportunities in one pricing table

    For example, Product and coupon opportunities in populated within one pricing table.

    https://pandadoc.zendesk.com/agent/tickets/404226

    1 vote

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  19. Resize the table in the Reporting section

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.

    5 votes

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