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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7277 results found

  1. Limit Manual Status Change Function

    Ability to prevent users from manually changing status but still have document editing privileges.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Granular Notification Settings for Forms initiators and workflow receipients

    Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    9 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. automatically add a VAT in the catalog

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Ability to remove "Client" as a default addition to new templates

    Would like the ability to remove the default "Client" role from new templates.

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. Disable a PDF copy for the signed form

    Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. Send a document to a different approver if the first one did not approve within the estimated period of time

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  7. Dolibarr

    We would like to have Dolibarr Integration with PandaDoc.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. PandaDoc mobile app and Monday CRM mobile app integration.

    PandaDoc mobile app and Monday CRM mobile app integration.

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. ability to lock the permission to change description to the products for users in catalog

    ability to lock the permission to change description to the products for users in catalog

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Pass custom fields from Hubspot via product mapping

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Smart content to work with attachments

    Smart Content + Attachments

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  12. Export emojis to PDF

    11 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. rejection metric

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. ability to download document in HTML

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Show the exact time document status was updated in Timeline (not 15 hours ago, but an accurate time)

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Set up confidential masked field so the information is visible only by document creator

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. From variable list, see a list of occurrences and click to go to a specific occurrence in the document

    Instead of just showing a count of the number of times the variable is used, show the list of occurrences and allow the user to click on an occurrence and be taken to its location in the document.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  18. Notarize multiple individual documents in the same session

    Notarize more than one document per session without bundling.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) 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!

  19. Suggest edits email customization: remove summary of redlines in email notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  20. Extract data from fields in documents sent in bulk in a CSV

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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