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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5399 results found

  1. Ability to set up the data merge so that to pull Hubspot products with editable quantity and to the multiple choice section in a PD PT (automatically, not having to set this manually)

    2 votes

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  2. 2 votes

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  3. disable the inbox notification (red indicator)

    4 votes

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  4. Create a setting to block the ability for users to create a document from a sent document.
    Idea is to force them to convert the sent document into a template or use an existing template.
    This would reduce the possibility of client data transferring to another document.

    2 votes

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  5. 5 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!

  6. ability to create Stripe products from the Stripe payment integration

    9 votes

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  7. Ability to use two different signatures for the same person (for example draw and type)

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Assign custom fields to columns in the Price Table

    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!

  9. An updated version of the version history where it shows all the users who made changes in a file.

    5 votes

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  10. to be able to automatically assign a designated email to a role based on specific rules

    1 vote

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  11. 2 votes

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  12. 37 votes

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  13. The ability to transfer data from multiple documents to a new document.

    6 votes

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  14. 70 votes

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  15. It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"

    3 votes

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  16. Be able to disable 2 charges verification Stripe payments

    7 votes

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  17. 11 votes

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  18. Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    7 votes

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  19. An optional preview of the page content down the side of a presentation.

    3 votes

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  20. Sort the document by status and direct period of time.

    15 votes

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