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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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5401 results found

  1. 104 votes

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  2. 3 votes

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  3. Integration with Zoho Inventory

    3 votes

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  4. 17 votes

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  5. 4 votes

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  6. Be able to see the document expiration date variable filled in document before sending

    11 votes

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  7. ability to access uploaded file by the signer in a completed document

    9 votes

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  8. Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.

    Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.

    2 votes

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  9. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  10. Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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  11. 1 vote

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    0 comments  ·  API  ·  Admin →
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  12. Option to Set up trigger for opportunity amount in SF

    1 vote

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  13. It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.

    17 votes

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  14. Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left

    10 votes

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  15. Ability to justify at the top, middle or bottom alignment in cells

    48 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!

  16. Change text in analytics for recipients to "not sent yet" when a document is in the approval status

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  17. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
    At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).

    2 votes

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  18. One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    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!

  19. Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).

    15 votes

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