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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…

    53 votes

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    6 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!

  2. Have an option where once document is completed, it is locked and cannot be opened.

    27 votes

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  3. 2 votes

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  4. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Place a signature to align appropriately on a page with a vertical (as opposed to a more standard horizontal) orientation.

    3 votes

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  6. 4 votes

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  7. Get image URL or a document attachment via Get document details call

    2 votes

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  8. pre assign person in roles in library item

    4 votes

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  9. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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  10. If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead

    1 vote

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  11. The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic

    10 votes

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  12. 1 vote

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    Hey Panda,

    Good news — we did it! 🎯


    We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️


    👉 Watch the quick demo:

    https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68


    If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.


    I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.


    You can also grab a slot on my calendar here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.


    ⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.


    Thanks for being awesome,

    Alex from PandaDoc 🐼

  13. Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.

    1 vote

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  14. 1 vote

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    0 comments  ·  API  ·  Admin →
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  15. Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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  16. Add Cybersource as payment integration

    2 votes

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  17. Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?

    3 votes

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  18. Option to upload multiple files in a single collect files field

    39 votes

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  19. Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?

    1 vote

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  20. 1 vote

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