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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7521 results found

  1. Hide signatures from other signers

    We are having problems because the signatures on the document are visible to others and this can cause them to be copied (screenshot) and used later, causing distrust of the signers.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  2. allow to reshuffle docs in bundles

    right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Stripe: Prevent Doc Sender from Sending Doc with Themselves as the Assigned Payer

    Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  4. Ability to save content rows to the Content library

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. ITSM system

    integration with ITSM system

    https://pandadoc.zendesk.com/agent/tickets/420002

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Preview PDF before sending

    Would like the ability to preview the PDF before sending the document

    13 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Auto Delete Dates in a Drop-Down Field

    When using dates in a drop down field (ex: Chose the date you would like to start training), it would be awesome if previous dates auto-delete once a date has passed.

    2 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  8. Create document folders for each contact (client) in bulk

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. Option to write in content with a digital pen that converts into text

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Ability to review list of recipients before Bulk sending

    1 vote

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    0 comments  ·  Esign & Notary  ·  Admin →
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  11. Field recognition: turn existing check boxes on a PDF into radio buttons

    Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Sort Pricing table by SKU

    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Option to view all workspaces from the dashboard

    Option to view all workspaces from the dashboard.

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

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  14. The ability to map a discount set in a flat amount for a Text field with Hubspot.

    Right now -- only percentage values are mapped per the help center article, not discounts set in a flat amount (for example, $1).

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Confirm with the client before we charge them when switching to paid plan after trial

    Confirm with the client before we charge them when switching to paid plan after trial

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  16. Send reports via email: Option to send leaderboard reports via email on a recurring basis.

    Option to send leaderboard reports via email on a recurring basis.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  17. authorization (access code) to be added on a template level

    authorization (access code) to be added on a template level

    4 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  18. Monday.com subitem column (subitems)

    21 votes

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    2 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.

    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6

    During our discussion, we can explore these proposed solutions and gather your feedback.

    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

  19. sign in just with Google only

    sign in just with Google only

    4 votes

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    In Development  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Clear button for Signature Field

    Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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