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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7317 results found

  1. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    11 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  2. Option to Not make a recipient as signer when assigned to a field

    8 votes

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  3. 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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    • Be sure to not have to change the date manually before generating a document via a template.
    5 votes

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  4. A feature to track the users who have downloaded the files in the workspace

    5 votes

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  5. Bulk Send: Download all completed documents without going to each folder.

    15 votes

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  6. ability to use pricing tables profit&margin variables

    7 votes

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  7. Pass variables and field data as URL parmaters on the form URL.

    9 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  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. 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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  10. 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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  11. 4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    10 votes

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  14. Allow for information put into fields to be exported as a CSV or Excel file.

    142 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!

  15. Option to set the different header/footers for each page or to delete the it at all.

    149 votes

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  16. 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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  17. 62 votes

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  18. ability to pass the document to On Hold status

    4 votes

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  19. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    128 votes

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