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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6103 results found

  1. 1 vote

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  2. 1 vote

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  3. 2 votes

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  4. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. 222 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  6. Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    9 votes

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  7. Option to disable bundling feature

    2 votes

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  8. Have more design options to make optional item in the pricing table more visible for the recipient when it's not selected, for example, more obvious tick box

    2 votes

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  9. 1 vote

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  10. Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Allow document creator to hold the sending of the document unless one of the other users/internal collaborator will enter to allow it to be sent.

    "How do i add a mandatory field (drop down box) into the template, which MUST be entered before the document can be allowed to be sent off for signing?

    I want to add a field that my staff must enter before they are able to send off the document to be signed."

    2 votes

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  12. Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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  13. show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom

    It is possible to select all the products only if you scroll down till the end

    https://pandadoc.zendesk.com/agent/tickets/435119

    1 vote

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  14. For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

    5 votes

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  15. For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.

    15 votes

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  16. Option to choose a document folder when create a document via Integromat

    1 vote

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  17. Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. is there a Wordpress integration for PandaDoc without third party plugins?

    5 votes

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  19. Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    13 votes

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    2 comments  ·  Automations  ·  Admin →
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  20. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    14 votes

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    2 comments  ·  Other  ·  Admin →
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