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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6453 results found

  1. 63 votes

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    Not planned  ·  Molly Abrams responded

    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. Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. 11 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  5. A feature to track the users who have downloaded the files in the workspace

    5 votes

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  6. Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    6 votes

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  7. 41 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  8. when logging in and you entered an email that has no account, the system will prompt when you there is no account registered for that email address instead of a prompt that an email has been sent when using forgot password link

    2 votes

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  9. A customer wants to decide in which object their sales team is able to create documents.

    3 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  10. It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
    Thanks

    1 vote

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  11. Document Editing has become miserable in the new update. Not easy to find all of the buttons.

    How do I reassign signing privileges to another individual without deleting the previous signer off?

    Roll back to the old PandaDoc UI / UX because this update is trash.

    1 vote

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  12. the client needs to avoid the option "choosing the email from the automatically-generated list" as other staff members can choose the wrong email

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. 4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. The ability to send a template to a user outside of PandaDoc to collaborate on just one time (fill in specific fields: price, hours, notes, etc.) - by granting privileges for one template

    6 votes

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  15. ability to pass the document to On Hold status

    4 votes

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  16. 1 vote

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  17. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    6 votes

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  18. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. 3 votes

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  20. For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.

    2 votes

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