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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 5 votes

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  2. 54 votes

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    3 comments  ·  Forms  ·  Admin →
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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!

  3. ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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  4. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  5. triggers to login process after typing username and password and then clicking/pressing ENTER

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.

    8 votes

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  7. I want to set up a zap based on a trigger which include multiple templates

    so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

    8 votes

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  8. Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…

    3 votes

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  9. 1 vote

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  10. An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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  11. to show Date Only without time stamp when a document is created

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  12. two unit prices per item in pricing table

    2 votes

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Would you be so kind as to elaborate on how you’d like this feature to work for you? This would be really helpful for us to understand your use case more clearly if you could provide some more details on your feature request.

    Thank you so much for your time! Have a wonderful day!

  13. Our team members are not that good with the English language and so we would like to have an option to translate the platform's language from English to Thai.

    2 votes

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  14. 6 votes

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  15. Would like the ability to move image library from one workspace to another easily.
    They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.

    12 votes

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  16. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    252 votes

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  17. 2 votes

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  18. 6 votes

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  19. 1 vote

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  20. 1 vote

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