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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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6452 results found

  1. 2 votes

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  2. in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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  3. When adding a new page, the orientation of the previous page is used with the new one.

    1 vote

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  4. 10 votes

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  5. 2 votes

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  6. Looking for a data entry tool. Complex chart cataloging

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.

    2 votes

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  8. when the document is uploaded to Microsoft teams, there's no option to convert it.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Automation with the internal systems(using freshbook)
    For invoices and contracts

    2 votes

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  10. pull photos of users to PandaDoc documents from Salesforce

    2 votes

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  11. use the forms feature with Nimble integration

    1 vote

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  12. Would love to see pre-assigned roles carry over into the app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  13. When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.

    10 votes

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  14. When sending out a deck, it would be helpful to be able to place a checkbox (make it required) to bring the recipient's attention to the attached document.
    ex. renewal agreement attached to a qbr

    1 vote

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  15. Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.

    1 vote

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  16. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    30 votes

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    2 comments  ·  Other  ·  Admin →
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  17. full name variable instead of first name and last name separately

    6 votes

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  18. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    19 votes

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  19. Would like the ability to sign in-person through Teams integration

    2 votes

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  20. Validation that the address is a confirmed street address

    9 votes

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