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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 4 votes

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  2. 7 votes

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  3. Request to add 'actions required' tab on app so that users will see only the documents they are responsible for signing available quickly

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  4. 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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  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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    0 comments  ·  Automations  ·  Admin →
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  7. 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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  8. 4 votes

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

    2 votes

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  10. 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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  11. 2 votes

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    0 comments  ·  API  ·  Admin →
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  12. Have the ability to add in SMS verification to bulk send

    5 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!

  13. 4 votes

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  14. 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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    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!

  15. 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!

  16. We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "

    Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.

    Thank you for considering it.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  17. Ability to send documents using 3rd party email instead of Pandadoc email

    2 votes

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  18. 8 votes

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  19. Ability to retrieve the data of products within a Product Bundle via API

    5 votes

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  20. Be able to preview generated documents under PandaDoc API before being charged

    1 vote

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    0 comments  ·  API  ·  Admin →
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