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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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6974 results found

  1. 2 votes

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  2. 2 votes

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  3. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  4. for the option to have volume-based pricing model
    it would be great to have scale based pricing model

    this can help keep a fixed number
    50
    100
    150
    500

    this would help our team not stray away from packages that we have.

    right now we would have to create a package per QTY

    0 votes

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  5. Option to add a "contact for pricing" button in a pricing table instead of displaying a price, allowing recipients to reach out to the sender to negotiate terms beforehand.

    2 votes

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  6. 2 votes

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  7. A document will generate only once from the same recipient email.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.

    8 votes

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    2 comments  ·  Automations  ·  Admin →
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  9. A more clear and transparent process for switching a Guest license to a Standard license, f.e. when you add a Collaborator with editing permission and their license will be Standard instead of Guest

    1 vote

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  10. Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.

    9 votes

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    1 comment  ·  Payments  ·  Admin →
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  11. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    8 votes

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  12. We would like to be able to use Bulk Send with the Send via SMS feature.

    13 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!

  13. 25 votes

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    4 comments  ·  Forms  ·  Admin →
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  14. Ability to run a report that shows which templates/folders have been shared and to which workspaces.

    1 vote

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  15. 3 votes

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  16. Customer would like to have an option for the form feature to automatically prefill the information provided by the signers from their website to the form when they embed the form to their website

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Automations: All submitted/signed forms form Customer A should directly appear in Data Room Customer A.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. Zendesk Automation: Create a document once there's a new ticket submitted. The data from the ticket will be transferred to the PandaDoc Document

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Option to interact with the quote builder in presentation mode and to be able to flip and hide the description, etc.

    2 votes

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  20. Set expiration date when uploading the document

    18 votes

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