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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4109 results found

  1. Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.

    Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.

    Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document

    1 vote

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  2. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. Current setting is for the title of the Table of Contents to pull from the Document title. The table of contents title should say Table of Contents or be editable.

    1 vote

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  4. 1 vote

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  5. Option to setup formatting for date field that includes hours and minutes

    1 vote

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  6. Create a multi-step, multi-paged form for the the recipient to go through.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Export metadata of a document (signer, date, name, variables from the document, etc)

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Prevent variables from moving once filled with data to avoid alignment issues.

    6 votes

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  9. Ability to sign more than 1 page with signature field in one go or click.

    1 vote

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  10. Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. Ability to have an auto fill signature button.

    1 vote

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  12. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  13. Ability to restore old catalog pricing.

    1 vote

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  14. 1 vote

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  15. Ability to mark all inbox in PandaDoc mobile version as read or unread.

    2 votes

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  16. I would love to have PandaDoc integrated with Quick-base/YSL where we upload all our docs so they can be uploaded automatically instead of sitting and downloading and uploading many docs each day. it would save tons of time and is much more 2023 style

    1 vote

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  17. Have an option for technical support people who do not require licenses. Have the ability to add and remove, and change users.

    1 vote

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  18. There is an employee and supervisor when the admin send a timesheet to the employee he/she should look into the timesheet and can edit it if needed. Once he is done with the timesheet, it should route to the supervisor, he'll check and give approval/decline, which should be notified to the employee like the timesheet is Approved/Denied.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  19. Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    1 vote

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  20. 1 vote

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