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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7313 results found

  1. 6 votes

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  2. Make the download option available on the Home dashboard.

    3 votes

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  3. Ability to Link PandaDoc Document to Salesforce Opportunity via API

    3 votes

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  4. To be able to use variable to auto-populate names of the signers added in the recipient group

    3 votes

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  5. Add a category column to the pricing table

    2 votes

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  6. Option to edit shared temlate

    2 votes

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  7. enable and manage approval workflow on document level instead of having to set this on the template level.

    13 votes

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    2 comments  ·  Approvals  ·  Admin →
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  8. Option to bundle several templates from the Template tab under Rooms

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  9. The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  10. 4 votes

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  11. 2 votes

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  12. 2 votes

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  13. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  14. for the option to have volume-based pricing model
    it would be great to have scale based pricing model

    this can help keep a fixed number
    50
    100
    150
    500

    this would help our team not stray away from packages that we have.

    right now we would have to create a package per QTY

    0 votes

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  15. Option to add a "contact for pricing" button in a pricing table instead of displaying a price, allowing recipients to reach out to the sender to negotiate terms beforehand.

    2 votes

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  16. 2 votes

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  17. A document will generate only once from the same recipient email.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. A more clear and transparent process for switching a Guest license to a Standard license, f.e. when you add a Collaborator with editing permission and their license will be Standard instead of Guest

    1 vote

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  19. Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.

    9 votes

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  20. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    8 votes

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