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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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7267 results found

    • Will allow the user to upload and view stamp in the mobile App
    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  1. It is intrusive to have the "optional" and "required" words pop up with each field when filling out a document. Would be nice to have the option to turn this off.

    2 votes

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  2. Option to pull value from the Deal custom field to the pricing table in PandaDoc

    2 votes

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  3. Ability to change the header's alignment in quote builder.

    2 votes

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  4. It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.

    3 votes

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  5. When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.

    3 votes

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  6. resend sent documents via API / For example, let's say the document is sent for signature and one of the signers deletes the email, how can I have that email sent again?

    10 votes

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    1 comment  ·  API  ·  Admin →
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  7. Allow a user not part of the workspace to get notification of approval.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  8. 1 vote

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  9. Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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  10. To remove the functionality when you click on the properties icon and click on the blank space between the document body and the right panel, it will show the Template or Document Details

    2 votes

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  11. It would be useful to be able to have the ownership of a document changed to someone else on a team such as a coworker / employee when it's created in Zapier.

    2 votes

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  12. Converting a form to a document

    • will allow the user to convert a form to document.
    12 votes

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    1 comment  ·  Forms  ·  Admin →
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  13. I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.

    1 vote

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  14. Ability to autocorrect a letter throughout the document.

    (MS Word Autocorrect feature).

    1 vote

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  15. 2 votes

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  16. Ability to set a default CC'd recipient email for all documents

    8 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. Adding a PhD propsal template on the Preloaded template

    2 votes

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  18. Option to create a list of completed document on Hubspot

    • will allow the user to create a list or view the list of the completed document in HubSpot
    2 votes

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  19. Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.

    15 votes

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