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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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7148 results found

  1. rename user of the app as an admin

    6 votes

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  2. 24 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!

  3. A private dashboard of docs that contained financial info so other users cannot see unless invited

    6 votes

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  4. An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.

    6 votes

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  5. Integration with Team Up Calendar

    1 vote

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  6. 1 vote

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  7. Keep the inline comment draft in place until the user deletes the draft comment or otherwise confirms that it is no longer needed.

    1 vote

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  8. 1 vote

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  9. Provide the ability to edit in preview mode while speaking with a prospect.

    1 vote

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  10. The customer would like to see variables be able to be displayed in other languages, not just english.

    14 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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  11. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document (regardless of signing order)

    9 votes

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  12. is there a way to automatically find the form fields or detect the form field's name so we can add it to the code dynamically?

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. Hi! It would be great to get a feature by which you could incorporate signatures from other docs to a certain PandaDoc. Sometimes, for schedule-reasons there are several copies of the same doc being sent to signatories who may wish to sign via different techniques (via email as PDF, hard copies and so on). This leads to multiple duplicates of the signature page being attached manually to the final doc, each of the pages containing one signature only. Therefore, it would be great if PandaDoc supported incorporating signatures to the one and the same PandaDoc, even though the signatures would…

    3 votes

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  14. Client would like direct integration with freshworks

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  15. 2 votes

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  16. Nepali recipient view language

    1 vote

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  17. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. 1 vote

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  19. I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes

    5 votes

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  20. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    13 votes

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