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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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6444 results found

  1. Being able to upload the source doc and define the fields via page number and x,y coordinate values would be useful.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. Once a payment is received in Stripe -- send client info to PandaDoc and create/send the contract to the client automatically.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. one recipient to review document (without signing) before sending to another recipient. "Signing order" for viewers of a document.

    3 votes

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  4. 6 votes

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  5. I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.

    3 votes

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  6. 10 votes

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  7. Can we remove the limitation or increase the amount of characters available for headings in the Tables of contents?

    1 vote

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  8. Ability to add multiple users to multiple Workspaces all at once

    21 votes

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  9. Keep comments after moving a document from sent to draft status.

    1 vote

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  10. 1 vote

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    0 comments  ·  API  ·  Admin →
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  11. A way to remove the optional indicator signers see when they hover their cursor over an optional field.

    5 votes

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  12. 2 votes

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  13. Be able to do the following: pass the selected items by the recipient in a Document A to the pricing table into the Document B

    4 votes

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  14. 5 votes

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  15. Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).

    7 votes

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  16. see all the comments where you were tagged in one place (it can be included in reporting, for instance).

    2 votes

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  17. transfer ownership of multiple documents/folder

    37 votes

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    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!

  18. 4 votes

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  19. 2 votes

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  20. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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