Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Link content library items so updates can apply to all templates and documents

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  3. 1 vote

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  4. 1 vote

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  5. Have an MP4 option added for the video block

    0 votes

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  6. Please add a feature to access child Object attributes of any Parent Object in SalesForce, i.e in Opportunity there should be a feature to define Tokens for Opportunity Line Items as Line Items are in Child relationship to Opportunity.

    1 vote

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  7. Be able to use the signing order + send the emails to multiple signers. For example, when signer #1 is the salesperson, and signers #2 and signer #3 are clients from the same company and either signer #2 or signer #3 should sign the doc

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. A menu where you can change the status in the document, instead of going to the document view.

    1 vote

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  11. At the moment when you change the status of a document manually, there's an option to upload a file to the manual status change email notifications which are sent to recipients. The feature request is to replace the documentn's content with the file you've uploaded

    1 vote

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  12. We get payments from our customers, that we can't record in PandaDoc, for example, email transfers and credit cards, we process manually.

    Please allow this option, as email transfers don't involve processing fees. Plus our Chase Paymentech fees are significantly lower than Stripe.

    1 vote

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  13. 1 vote

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  14. disable the 'copy link' option for certain users

    1 vote

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  15. Should be more system variables
    - variable for the date when the document was signed/sent
    - variable for the date when the document was saved last time (use-case that would be useful because currenty I am using Document Created Date and sometimes it takes me weeks to create a proposal. Then I send it to the client and it has a weeks old date. I would rather display the date I saved the doc)

    2 votes

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  16. 1 vote

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  17. Hello! I want to start off by saying that I love PandaDoc so far and have enjoyed using it! The only thing that I think would be really cool to see would be some extra layer of security added to documents sent for eSignature via link. I send multiple documents to clients for eSignature and it would be nice to add a layer of security so that the link can only be signed by the intended signer. If we were able to add MFA then that would be a perfect solution. But I also think maybe adding a 4 digit…

    1 vote

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  18. add other columns to the Documents tab view

    1 vote

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  19. change document status from approved to completed

    1 vote

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  20. 1 vote

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