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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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7005 results found

  1. Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)

    3 votes

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  2. 1 vote

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  3. It would be useful to be able to have the ownership of a document changed to someone else on a team such as a coworker / employee when it's created in Zapier.

    2 votes

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  4. If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.

    3 votes

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    1 comment  ·  Approvals  ·  Admin →
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  5. ability to add multiple photos to the document using image block at the same time

    6 votes

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  6. 2 votes

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  7. 12 votes

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  8. eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc

    5 votes

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  9. Set a date range for recipients to choose from on date fields

    5 votes

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  10. 1 vote

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  11. 10 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  12. ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  13. export document data on waiting for signatures into excel

    11 votes

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  14. So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.

    2 votes

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  15. It would be helpful to be able to copy forms into other workspaces.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Adding a PhD propsal template on the Preloaded template

    2 votes

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  17. Option to create a list of completed document on Hubspot

    • will allow the user to create a list or view the list of the completed document in HubSpot
    2 votes

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  18. drag content blocks between pages easily

    8 votes

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  19. Can we hide anyone without a “@companydomain.com” email address from the list of users within a workspace?

    1 vote

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  20. Can you create a template for the manufacturing agreement?

    1 vote

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