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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. Radio Buttons - move using arrow keys

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Have collaborator documents show in inbox

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Mass update / Edit template Roles and emails assigned to roles in bulk

    8 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  4. Ability to invite users into multiple workspaces at once.

    Ability to add multiple users to multiple Workspaces all at once

    25 votes

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    6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. view/access the document after expiration

    Recipient should be able to still view the document after expiration

    8 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. QR Code (or barcode) on form instead of link

    Ability to use QR code instead of link for forms

    15 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Signature cannot be placed until all required fields are completed

    Signature cannot be placed until all required fields are completed

    9 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  9. Generate signature certificate even if the document is not completed by all recipients

    Generate signature certificate even if the document is not completed by all recipients

    39 votes

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    7 comments  ·  Security & Compliance  ·  Admin →
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  10. Workspace Template gallery per department

    Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
    HR (employee handbook, tax forms, training video, etc.)
    Marketing (one pager, services catalog, upcoming events...)

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  11. create a pricing table with rows from scratch using the API

    1 vote

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    0 comments  ·  API  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

  12. Option for actual signature with transparent background

    Kami allows for your physical signature to be displayed in the signature field with transparent background. A picture of the signature on the page can be taken and uploaded to the signature field

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  13. Select a template automatically salesforce

    Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    21 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Margins in the theme section

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  15. Disable collaborator button.

    Give option for admins to disable the collaborator button.

    15 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Be able to change own license type as Account Owner

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Ability to create a batch of documents on the fly while creating a document through HubSpot.

    Ability to create a batch of documents on the fly while creating a document through HubSpot.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. [ARCHIVE] Automatically change document version number when updated after sending

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Quickbooks Enterprise Desktop Support

    Able to support desktop version of Quickbooks

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. countdown on the document

    countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)

    3 votes

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    0 comments  ·  Other  ·  Admin →
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