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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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5360 results found

  1. Ability to restore deleted images from the image library

    2 votes

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  2. Rooms - add documents from all workspaces or ability to switch workspaces within a room to import a document from another workspace into the active workspace

    1 vote

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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!

  3. https://drive.google.com/file/d/1p6-IFYc2Vu7bQGN12wdZzTfoXdKC7RPq/view?usp=drivesdk

    It would benefit to multi select several documents at the same time for a specific task.

    1 vote

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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!

  4. 6 votes

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  5. Allow an attachment to be rotated

    2 votes

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  6. The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.

    2 votes

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  7. Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.

    7 votes

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  8. The ability to receive a prompt message first before it deletes the entire content or table.

    1 vote

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  9. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.

    15 votes

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  11. import non-PDFs through the Gmail plug-in

    1 vote

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  12. When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.

    I hope product can place a banner or a notification message saying that only the main Admin Owner can create

    2 votes

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  13. Will allow the user to set a password on the downloaded completed document

    3 votes

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  14. Start document sequence numbering from 0

    1 vote

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  15. Can we have a stamp instead of certificate page. We have to upload signed documents to State website and currently we are uploading along with the certificate. If we can have stamp on the document by signatures with a certificate number on it and if needed in future we can access the certificate with that number, this way we don't have to upload a certificate with each and every document.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  16. We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.

    3 votes

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  17. Allow more than 365 days to autofill date field

    1 vote

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  18. Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.

    5 votes

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  19. Option to add a fee only to one line item and exclude all other items

    1 vote

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  20. 1 vote

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