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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7514 results found

  1. Once document signed allow owner to automatically CC recipients Certain information

    When a customer signs a document, id like an email to go out to my team with certain information from the document.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  2. The option to remove PDF metadata

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Check what conditionals are followed when the conditional approval is used

    Check what conditionals are followed when the conditional approval is used

    Ticket https://pandadoc.zendesk.com/agent/tickets/464156

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  4. Signature Certificate: Hide or Remove Information from signature certificate

    Ability to hide or remove parts of the signature certificate.

    Including:
    Signer's email address
    Dates
    Timestamp
    Location
    IP address
    PandaDoc promotional message

    96 votes

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    17 comments  ·  Security & Compliance  ·  Admin →
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  5. The approval workflow group gets a copy of the completed document.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. Ability to import multiple font weights at a time.

    Ability to import multiple font weights at a time.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Auto-populate Variables when Document is Created

    Auto-populate contact info into Variables when a document is created directly from a contact.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. PandaDoc can interface with the client's online banking and always check if a payment has been received.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Have two account owners

    Have two account owners

    https://pandadoc.zendesk.com/agent/tickets/423569

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Move documents to folders based on status: ability to set a default Documents tab view and transfer documents into folders

    6 votes

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    1 comment  ·  Automations  ·  Admin →
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  11. The option to set up conditional validation of documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Option to convert /transfer info of normal table to the pricing table

    Option to convert /transfer info of normal table to the pricing table.

    -Will allow to convert or tranfer the data from a table to the pricing table

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Support Youtube Shorts

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Export comments/suggestions to Excell or Google Sheets

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. RSVP in documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Ability to populate approver's name via variable.

    Ability to populate approver's name via variable.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  17. Enable data merge on the document level

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Support Custom VidYard URLs

    Our sales team's VidYard URLs do not work with PandaDoc because we have custom VidYard URLs set up. It would be great custom URLs from VidYard were supported.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Pricing Table: decimals editing on a cell level

    to change the decimals on the cell level

    16 votes

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    5 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Transfer Data - pass Fields values to a new document

    11 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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