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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5385 results found

  1. Use images in saved messages

    Use images in saved messages

    10 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  2. Zapier automation that notifies when someone leaves message in chat

    Zapier automation that notifies when someone leaves message in chat

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. Prevent a user from modifying a doc created from a template before sending it

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Lock fields position on a template/document

    59 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Being Evaluated  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  5. Signing order for CC recipients: CC person view first then only the signer recipients need to sign

    Signing order for both for CC recipients and signers

    9 votes

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    1 comment  ·  Esign & Notary  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    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!

  6. Option to convert /transfer info of normal table to the pricing table

    Option to convert /transfer info of normal table to the pricing table.

    -Will allow to convert or tranfer the data from a table to the pricing table

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  7. use the API to combine templates

    For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document

    2 votes

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    0 comments  ·  API  ·  Admin →
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  8. Update/Replace sent document (source file) without editing a sent document.

    when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. SMS Verification for Bundles

    Be able to add SMS verification to bundled documents.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. When both Order and Contract have been completed set status to Closed in Salesforce

    When both Order and Contract have been completed set status to Closed in Salesforce

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Automatically align selected fields

    Automatically align selected fields

    15 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  12. Possibility to add tax to a section

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. set document currency via api

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. Redlining: ability to enable / disable suggestions for certain recipients only.

    Ability to enable suggestions for certain recipients only.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  15. One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in

    Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    2 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  16. change column name in csv when importing products into pandadoc catalog

    change column name in csv when importing products into pandadoc catalog

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Auto-fill sender's signature once the document is signed by the client

    Auto-fill sender's signature once the document is signed by the client

    52 votes

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    3 comments  ·  Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

  18. Allow first signer to add another recipient on the document to sign

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  19. Auto numbering for content library items

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  20. Ability to apply logo only on certain pages

    apply logo only on certain pages

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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