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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6451 results found

  1. Option to fill in Forms for users in China

    1 vote

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  2. Add a special icon next to the rows, tweak the "Collaborator" tooltip to "Can edit, view, and comment only on specific documents shared with them."

    1 vote

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  3. Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.

    1 vote

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  4. 1 vote

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    0 comments  ·  API  ·  Admin →
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  5. 1 vote

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  6. Option to disable the document value for documents that have no commercial value.
    For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.

    3 votes

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  7. send the document to recipients first before sending for approval

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. The ability to have placeholder fields that will be populated by third parties. These fields don't require a role because they will auto-populate.

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?

    1 vote

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  13. 101 votes

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  14. The customer would like to have an expiration date separate for each signer. For example, if the first signer has to sign within a week because of company policy, and then there would be a second expiration date for the second signer.

    9 votes

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  15. when fill in a document with optional fields the arrow should point all the fields (required and optional)

    84 votes

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  16. Would like a report to identify recipients by document status

    2 votes

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  17. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    11 votes

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  18. Recipient should be able to still view the document after expiration

    4 votes

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  19. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. 5 votes

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