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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6452 results found

  1. The notification that you are about editing the template.

    1 vote

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  2. When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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  3. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  4. Allow editing several WS at once.

    4 votes

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  5. A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc

    2 votes

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  6. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. To show only the information related to the section the recipient chooses.

    2 votes

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  8. integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. 2 votes

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  10. PandaDoc in Ukrainian.

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  11. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. The option to unlink and relink documents from all the SF objects.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Send the document to CC and give him the possibility to transfer the document to the first signer.

    6 votes

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  14. Possibility to change sequence number after the document has been sent.

    5 votes

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  15. 3 votes

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  16. Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  17. 4 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  18. How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. 4 votes

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  20. 5 votes

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