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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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7426 results found

  1. Option to use arrow down to go into description field in the pricing table

    1 vote

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  2. Option to fill in Forms for users in China

    1 vote

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  3. Add a special icon next to the rows, tweak the "Collaborator" tooltip to "Can edit, view, and comment only on specific documents shared with them."

    1 vote

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  4. Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.

    1 vote

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  5. 1 vote

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    0 comments  ·  API  ·  Admin →
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  6. 1 vote

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  7. ability to turn off the ReCAPTCHA on forms

    8 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  8. send the document to recipients first before sending for approval

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  9. The ability to have placeholder fields that will be populated by third parties. These fields don't require a role because they will auto-populate.

    1 vote

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  10. 1 vote

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  11. 1 vote

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  12. Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?

    1 vote

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  13. Ability to schedule when to send a document

    287 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  14. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    10 votes

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  15. Would like a report to identify recipients by document status

    2 votes

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  16. Push the updates to custom object in Salesforce for notes

    3 votes

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  17. Separate notifications settings for regular documents and documents created from forms

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  18. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. 5 votes

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  20. By default the document is set to be sent from the document creator, I want to set all the documents to be sent from account owner

    1 vote

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