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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5360 results found

  1. Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.

    Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.

    Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document

    1 vote

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  2. Option for the recipient to see if other signer has opened or viewed document

    6 votes

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  3. 5 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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  5. At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 votes

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  6. Ability to have an auto fill signature button.

    2 votes

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  7. 3 votes

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    2 comments  ·  Forms  ·  Admin →
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  8. Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.

    11 votes

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    1 comment  ·  Approvals  ·  Admin →
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  9. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. 2 votes

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  11. Restrict users from adding more than one condition to the rule within the Smart Content Block.

    3 votes

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  12. Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. 1 vote

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  15. The client wants to be able to rotate the signature box so he can put it on the side, vertically

    4 votes

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  16. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. 7 votes

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  18. To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    10 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Ability to change multiple instances of the same word at once.

    6 votes

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  20. i.e the ability to alphabetize documents while also setting the order for the status column

    4 votes

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