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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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2989 results found

  1. If the text input is long, the recipient should be able to resize the field based on the input

    3 votes

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  2. The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    5 votes

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  3. 5 votes

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  4. 7 votes

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  5. An archive or the feature that will save videos/recordings even when a Notary Session has been terminated.

    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!

  6. Customer would like to rearrange the titles on the dashboard

    4 votes

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  7. We have a list of people who approve documents, but we want to be able to see the data on the approvers.

    For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.

    We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.

    This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.

    We also have monthly meetings and provide an update to the team on…

    12 votes

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    3 comments  ·  Approvals  ·  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!

  8. Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    4 votes

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  9. Ability to invite users in Mobile App

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  10. 4 votes

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  11. Ability to add signers to a completed document (countersign a completed document)

    7 votes

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  12. Option to switch off "Collaborator requests access" notification for Admin users.

    8 votes

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  13. Allow empty value on radio button option

    2 votes

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  14. the Signature string Word feature to convert this signature into a PandaDoc document

    2 votes

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  15. conditional smart content for images to populate in pricing tables
    Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.

    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. The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

    2 votes

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  17. we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.

    For example,

    Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
    Contract Tab on Account -> Test2 (PandaDoc Workspace)

    2 votes

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  18. Section to view all documents I signed

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Allow approval workflow in bulk sends

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. Ability to set up multiple choice within the pricing table via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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