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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7368 results found

  1. 3 votes

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    0 comments  ·  API  ·  Admin →
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  2. Option to update document currency via variable

    3 votes

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  3. I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option

    2 votes

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  4. optional items for pricing table in mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  5. option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.

    1 vote

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  6. Enhance the current logic of Smart Content — specifically, to give document creators more control over whether content is populated as a single page or across multiple pages (regardless of whether it's a cover page, uploaded content, or multipage).

    3 votes

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  7. Allow for multiple workspaces to be open at once (on different tabs)

    3 votes

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  8. Modify Billing notification on payment subscription

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    11 votes

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  10. Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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  11. When the pricing tables are added via Smart content, set up automatically which table will be the source for the payment.

    2 votes

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  12. Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    3 votes

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  13. Would like to change the default signature color for recipients from black to blue

    49 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!

  14. Approver A approves the document, only then it goes to Approver B for the final approval

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  15. 1 vote

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  16. Option to disable bundling feature

    1 vote

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  17. Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. To be able to separate the webhook trigger for completed and expired documents.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Option to view all workspaces from the dashboard.

    An option that will allow the user to view all of his workspace from the dashboard.

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  20. For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

    3 votes

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