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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7425 results found

  1. User would like to have the certificate of signature in specific language with local time

    27 votes

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    Idea  ·  6 comments  ·  Localization  ·  Admin →
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  2. Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

    3 votes

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  3. Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.

    3 votes

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  4. Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.

    Exact wording from customer:

    So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Bulk Export and Bulk delete documents of a particular template that have been completed

    5 votes

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  6. 6 votes

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  7. I have a quick question, can I re call an email i have sent by panda?

    21 votes

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  8. 2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  9. 1 vote

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  10. Be able to upload and convert DOCX file to editable in Salesforce integration

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. the inline comments to stay highlighted for recipients after sent

    5 votes

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  12. Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.

    4 votes

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  13. 61 votes

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    7 comments  ·  Approvals  ·  Admin →
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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!

  14. applying deduction direct of the total rather than the subtotal in the pricing table.

    1 vote

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  15. Option for health version / Option for Teledentistry

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Option to show the signer info on the document once they completed it.

    • Will show the signer info on the document once document is completed.
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Disable access to the document for recipients once it's completed

    21 votes

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  18. Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    200 votes

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  19. Ability for font to decrease in size if needed to fit into a fillable field

    1 vote

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  20. The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.

    7 votes

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    2 comments  ·  Forms  ·  Admin →
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