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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Disable editing characters on signature field for Signers. Signers should not be able to edit their name or characters under the Signature field.

    1 vote

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  2. Enhance the conditional logic functionality to enable smart formatting. If a field is hidden based on conditional rules, other fields should automatically move to its position.

    3 votes

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  3. Hide product description in Pricing Table

    2 votes

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  4. Automatically add products selected in Quote Builder to a Pricing Table

    2 votes

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  5. Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.

    2 votes

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  6. When Offer status in Greenhouse changes to Rejected - automatically mark document as Declined in PandaDoc

    2 votes

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  7. Currently in the API there is no method to set the name of the templates when uploading as a bundle.  It defaults to the template name which is not suitable to API processes

    2 votes

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    0 comments  ·  API  ·  Admin →
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  8. 2 votes

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  9. The ability to pass the document status into a CRM field (as a field value/data) via 2 way-sync or other means.

    2 votes

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  10. Automatically apply sender signature upon sending

    8 votes

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  11. Use child company tokens when creating a document in the associated parent company

    2 votes

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  12. Ability to embed a window within the sow where the client can see the first page or half page of the MSA and sign, they can scroll within the window to see the whole MSA.

    Example of this mock up attached

    2 votes

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  13. Currently, it is expected to receive the documents for the recipients to sign via email before they receive the suggested edits resolved results email. Would like this to be switched so that they receive the results email before they receive the document to sign

    2 votes

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  14. 2 votes

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    0 comments  ·  API  ·  Admin →
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  15. To have a tagging for documents appearing in HubSpot, have multiple types of documents (proposals, contracts, agreements, etc.) be able to quickly differentiate between them in HubSpot without relying on each individual user to properly name the documents they generate

    1 vote

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  16. Have the ability to add in SMS verification to bulk send

    5 votes

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  17. 68 votes

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    13 comments  ·  Other  ·  Admin →
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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!

  18. 2 votes

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  19. Option to replace the Home page in a Room with another template without having to create a new Room from scratch.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  20. PandaDoc notary option in Germany

    2 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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