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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7365 results found

  1. 1 vote

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  2. Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    14 votes

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  3. apply logo only on certain pages

    1 vote

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  4. 2 votes

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  5. 1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.

    2 votes

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  9. Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.

    1 vote

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  10. Integration with Legal advising software to help with agreements

    1 vote

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  11. Status of document under Inbox does not automatically update/refresh once a document has been signed already. Since the behavior of your app is, it will open a new window to display the doc for signing. Is it possible that upon finishing the esigning process, it will also refresh the inbox page. Pls see below steps to further understand what the user wants to happen.
    Steps:

    1 vote

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  12. Wants to have the Inbox pup-up first everytime a user logs in to his/her PD account, instead of the dashboard.

    1 vote

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  13. Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?

    1 vote

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  14. 2 votes

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  15. 1 vote

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  16. Option to add approval info to the signature certificate, for example, "Read and approved"

    53 votes

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  17. Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    13 votes

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    We wanted to share an update regarding [insert idea]. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  19. Right now -- only percentage values are mapped per the help center article, not discounts set in a flat amount (for example, $1).

    2 votes

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  20. To have the radio button field to have multiple optional item like the pricing table sections.

    32 votes

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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!

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