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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7516 results found

  1. We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  2. The ability to turn off or on the support chat window. We can also place it where it won't affect the user when using PandaDoc.

    1 vote

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  3. If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Ability to disable SSO for certain workspaces within a single PandaDoc organization.

    2 votes

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  5. 6 votes

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  6. Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.

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    4 votes

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  7. Option for column totals in the pricing table

    19 votes

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  8. Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  9. To be able to upload documents in base64 via the API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  10. Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)

    16 votes

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    2 comments  ·  Forms  ·  Admin →
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  11. upload csv/excel as an editable content

    73 votes

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  12. permission to access reporting for Member role

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Ability to write and read a message in the chat box on a document through the api

    2 votes

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    1 comment  ·  API  ·  Admin →
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  14. On page breaks, content moved to next page is too close to the header looking terrible.

    10 votes

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  15. For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?

    8 votes

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  16. 3 votes

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  17. Have variables set up at the Organization level, not just the User and ticket level.

    2 votes

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  18. multi-year template should be added in template gallery

    2 votes

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  19. 5 votes

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  20. prepopulate phone number in recipient verification

    5 votes

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