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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7142 results found

  1. 1 vote

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  2. 1 vote

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  3. Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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  4. Do not send a form to the first recipient unless it is signed by all the recipients

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  5. 1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

    30 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!

  9. When a Panda Doc file is created from an Opportunity record, create SFDC Contract

    2 votes

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  10. 2 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. Users that are CC'd on a doc are not able to see the analytics when they first log in.

    They are brought to the Customer interface.

    To See the analytics they have to search the Doc library for the doc sent.

    1 vote

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  12. Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.

    2 votes

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  13. to be able to send the document even with unassigned fields.

    66 votes

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    We appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!

  14. catalog sharing across workspaces

    21 votes

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  15. Sync Collect Files field in Dropbox

    2 votes

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  16. ability to setup sorting (for example by sky, or price) in the pop-up window when adding items from catalog to a pricing table

    4 votes

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  17. As an Operations Manager, PandaDoc and Asana both help organize and further business. Integration with Asana would be a mutually beneficial partnership as users can keep their workspace in one platform while also utilizing PandaDoc within that platform. Please consider this as a viable tool!

    4 votes

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  18. full name variable instead of first name and last name separately

    6 votes

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  19. ability to disable chat option in a document

    54 votes

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    Hi there. 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!

  20. Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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