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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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7207 results found

  1. 2 votes

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  2. Prevent/ block recipients from screenshotting documents

    1 vote

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  3. Ability to pass products from multiple Salesforce objects to a single document.

    5 votes

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  4. Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)

    3 votes

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  6. Customer would like to have the ability to upload different signatures in their profile

    4 votes

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  7. Conditional fields for content library

    35 votes

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  8. Option to generate in-person signing link via PandaDoc API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  9. Update document value if specific radio button is checked

    4 votes

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  10. 4 votes

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  11. pass Pipedrive product image to PD pricing table similar to PD catalog

    8 votes

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

    7 votes

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  13. 2 votes

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  14. Allow empty value on radio button option

    2 votes

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  15. Integrate with Markate (CRM) or create a native PandaDoc automation.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. 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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  17. Do not require the Type column when mass importing to the product catalog

    2 votes

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  18. 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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  19. 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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  20. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    37 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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