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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7520 results found

  1. For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.

    15 votes

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  2. Option to choose a document folder when create a document via Integromat

    1 vote

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

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. is there a Wordpress integration for PandaDoc without third party plugins?

    5 votes

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  5. Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    13 votes

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    2 comments  ·  Automations  ·  Admin →
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  6. 51 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!

  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

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Customer would like to be able to change the approval workflow after sending without editing the document first.

    24 votes

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    3 comments  ·  Approvals  ·  Admin →
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  9. Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    13 votes

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  10. ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    12 votes

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  11. tokens/variables for total discount

    2 votes

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  12. 25 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!

  13. end of contract template to be added in the template gallery and dashboard tile for status

    2 votes

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  14. 1 vote

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  15. Allow users to adjust the size of a checkbox or any type of field in one go.

    3 votes

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  16. connect 2 PandaDoc accounts to Pipedrive at the same time

    3 votes

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  17. Custom QR code to our documents for recipients to use.

    14 votes

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  18. Option to have a collaborator in forms

    13 votes

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  19. 3 votes

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  20. 4 votes

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