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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7108 results found

  1. Use Catalog items outside of pricing table.

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. To work with Dragon Software - or other dictation software

    It would be great if it worked when you are adding to anything via typing to be able to use dictation software i.e. Dragon Software.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. Skip/remove or override a signer the signing order

    Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)

    20 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  4. Signature Fraud Warning

    Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. recognize field tags with underlines. EV2

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Restricting sentences not the whole block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Time field: ability to specify Time along with the Date

    9 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  8. References in the Pricing Table

    Ability to add references to the pricing table.

    9 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  9. "awaiting your signature" in dashboard

    Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    15 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  10. Contract Lifecycle Management (CLM)

    72 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  11. [Reporting] Salesforce Activity

    Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  12. Attachments in Content Library

    Ability to save and retrieve attachments from Content Library.

    11 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Receive the "completed by a recipient" notification when both the sender is a signer even when there's no signing order set.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Dropdown field: Image as option item

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. System Tokens Fill Automatically on Mobile Application

    Currently system tokens must be filled manually while using our mobile application.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  16. Create Documents in Mobile Application Without Assigning Roles

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  17. separate logo for every e-form

    Would like to have an option to set up logo for specific e-form not for the whole account/workspace

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Ability to connect a Proprietary video platform

    integration with proprietary video platform

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. completed date for mobile app

    could you please fix date to show completed date as of when it was completed on mobile complete overview and not the date it was created

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  20. Hello, can you please include a way for someone to open your PDF files via a link, verses sending as an attachment in a email. Thank you!

    Hello, can you please include a way for your customer's to send a copy of their PDF files from Pandadoc via a link whenever emailing the PDF files to others, verses always sending the PDF files as an attachment within an email whenever you email the PDF files to others. Because some companies/people don't like to open attachments due to computer viruses.

    Please consider this as an immediate option. Many other companies that I create other type of PDF files with do provide this option (emailing via a link) with their PDF files.

    I appreciate your taking the time to…

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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