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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7104 results found

  1. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Allow for a template to be placed on top of a document. For example, if you would be uploading new PDFs, but the signature fields would always remain in the same spot, this would be more efficient than always having to add the fields over and over again!

    2 votes

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  3. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  4. For example, be able to type .5 without having to type 0.5

    1 vote

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  5. Integrations with QB, Bomb bomb

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. CRA Canadian revenue association that requires special compliance

    1 vote

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  8. collect customer information at the point of sale to be used in the creation of customer profiles and consequently in marketing

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  9. They are looking for a solution with payments built in

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  10. The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    7 votes

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  11. Allow phone numbers in the pop up that appears when a form is opened

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  12. 31 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  13. Customer is interested in having a notification/reporting for "legal clause deviations"

    example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)

    5 votes

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  14. can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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  15. When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    4 votes

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  16. For example -- an individual would like a colleague to review a document (but not have to approve it for it to be sent out) who is not in the workspace and does not have a PandaDoc account.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  17. 7 votes

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  18. restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document

    1 vote

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  19. 61 votes

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  20. 38 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!

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