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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7636 results found

  1. Add Collaborators on Templates like documents

    We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!

    48 votes

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    9 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    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!

  2. 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

    97 votes

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    17 comments  ·  Security & Compliance  ·  Admin →
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  3. Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients

    send doc bundles to different recipients:
    Ability to send the first document to one signer/signers and then second one to others, etc
    So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on

    12 votes

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    5 comments  ·  Esign & Notary  ·  Admin →
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  4. Once a document is signed, the completed copy is uploaded to pre-defined Google Drive folder

    4 votes

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    2 comments  ·  Integrations  ·  Admin →
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  5. checks with Quickbooks

    collect checks with Quickbooks

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Search by quote Sequence Number

    Be able to search for a document based on the Quote Number

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Use image library items for smart content

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Remove "powered by pandadoc"

    Be able to remove the "Powered by PandaDoc" branding in recipient experience

    4 votes

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

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. Support Youtube Shorts

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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