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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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5967 results found

  1. Recipient should be able to still view the document after expiration

    8 votes

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  2. Simplify the process of pulling fields when there are many to be added.

    7 votes

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  3. Ability to use QR code instead of link for forms

    15 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. 2 votes

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  5. 1 vote

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  6. Signature cannot be placed until all required fields are completed

    9 votes

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

    39 votes

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  8. attach PD emails to Pipedrive objects once documents are sent from Pipedrive

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  9. 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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  10. 1 vote

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    0 comments  ·  API  ·  Admin →
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  11. 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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  12. Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    21 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. 5 votes

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  14. Give option for admins to disable the collaborator button.

    15 votes

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  15. 2 votes

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

    2 votes

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  17. Able to support desktop version of Quickbooks

    3 votes

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  18. 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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  19. We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.

    NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.

    "Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."

    1 vote

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  20. 2 votes

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