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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7008 results found

  1. pull the variables from various boards and use them across the PandaDoc document

    3 votes

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  2. Ability to prevent users from manually changing status but still have document editing privileges.

    2 votes

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  3. If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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  5. Ability to download a .docx of template from the main template list

    3 votes

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  6. 2 votes

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  7. 3 votes

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  8. Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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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!

  9. Ability to set roles later on when setting reciepients..

    1 vote

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  10. Ability to use "this month" filter for the reporting.

    1 vote

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  11. Increase branding logo resolution on automated emails from PandaDoc

    8 votes

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  12. When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)

    3 votes

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  13. 3 votes

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  14. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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  15. If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead

    1 vote

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  16. 11 votes

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  17. 29 votes

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  18. 1 vote

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  19. Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.

    1 vote

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  20. 2 votes

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