Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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).

    3 votes

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  2. 1 vote

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  3. is it possible to have a report which documents have an reminder option on please?

    2 votes

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  4. Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    3 votes

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  5. The notification that you are about editing the template.

    1 vote

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  6. sync pandadocdoc value/grand total back into hubspot

    5 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  7. When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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  8. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  9. Allow editing several WS at once.

    4 votes

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  10. 2 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →

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  11. Delete a cell in a table (instead of row or column).

    2 votes

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  12. When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.

    5 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  13. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  14. Select and edit several documents at once.

    6 votes

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  15. Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    2 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  16. 2 votes

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  17. 6 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  18. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →

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  19. To show only the information related to the section the recipient chooses.

    2 votes

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  20. Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →

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