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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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7238 results found

  1. The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.

    1 vote

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  2. Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.

    1 vote

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  3. Send code via email instead of using an authenticator app

    1 vote

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  4. Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.

    8 votes

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  5. Show a document status on the downloaded PDF

    4 votes

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  6. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Have the ability to have guests with admin roles. Such as an IT account that will not create documents

    4 votes

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  8. 1 vote

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  9. Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually

    1 vote

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  10. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.

    11 votes

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    • Will allow the user to be able to recall / revert the transfer of document ownership
    4 votes

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  12. Remove promotional banner as a default option in the settings

    2 votes

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  13. filter PandaDoc statuses in Salesforce

    2 votes

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  14. A way to record a video within the PandaDoc platform and make it available to the customer including the offer.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Have Pandadoc Integrate with booqable integration.

    1 vote

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  16. Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

    2 votes

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  17. Have the option to add radio buttons without having to label them.

    5 votes

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  18. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    16 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!

  19. An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.

    3 votes

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