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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7447 results found

  1. 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!

  2. 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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  3. 1 vote

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  4. Option to disable bundling feature

    1 vote

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  5. 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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  6. 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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  7. Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objects are populated with.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. How can I set Pandadoc in order to pull the deal creator phone from Pipedrive?

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.

    3 votes

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  10. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    20 votes

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  11. If the Recipient did not enter the verification code correctly after 3 times, the signature field should be cleared. The recipient should have to resign the document again. The sender should also be notified that the code was not entered correctly.

    2 votes

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  12. 2 votes

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  13. Would like the capability for a bundle to be sent upon a signed NDA.
    Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.

    About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…

    5 votes

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  15. SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    26 votes

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  16. Ability to lock 🔐 block position without locking restrict editing

    23 votes

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    Idea  ·  Lindsey Schocke responded

    The ability to lock content blocks without restricting editing is still needed. Reopening feature request. 

  17. Once a document is approved, lock down ability to edit the document before sending to the client.
    Approval is to confirm finalization of the terms on the contract for the client.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. documents created from a form should go to a root fonder (instead of the specific folder)

    1 vote

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    1 comment  ·  Forms  ·  Admin →
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  19. To set up a default value in the field

    2 votes

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  20. payment option using Authorize.net to delay based on a value in Salesforce

    1 vote

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    0 comments  ·  Other  ·  Admin →
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