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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7486 results found

  1. Automatically change document version number when updated after sending

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. disable promotional window upon document completion for free esign plans

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Ability to switch between logo themes on multiple templates for accommodating branding

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing

    Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing process.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Changing background colors based on what stage you are in (template vs document creation vs approving vs signing)

    It's easy to get confused as to which section you are in the document process (template vs document creation vs approving vs signing). I think this could be fixed by having a different background color or other differentiation for the pages other than the item location in the top left corner.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. BRING using PRE-ASSIGNED ROLES as PLACEHOLDERs for documents BACK--recent change to this is horrible!

    Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    9 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  7. Automatically send the documents after renewal

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. Auto-Reminders For Bulk Send

    Set auto-reminder in one go for documents that have already been sent by bulk.

    28 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. add $ symbol when tokens are pulled in from Hubspot

    The dollar sign is not associated with the token in the tokens list with the [Deal.Amount] variable for example.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Create a safe guard for in person signing

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  11. Discount after Total

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. ItsMe

    Integration with Itsme

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Ability to add an unassigned field after other fields are assigned

    2 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  14. Send reports via email: Option to send leaderboard reports via email on a recurring basis.

    Option to send leaderboard reports via email on a recurring basis.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Ability to set document title for Zendesk Support Integration

    By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. authorization (access code) to be added on a template level

    authorization (access code) to be added on a template level

    4 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  17. Ability to set a default value of a space for custom variables?

    Ability to set a default value of a space for custom variables?

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Get(retrieve) document chat messages via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. ability to add two or more tokens to one merge field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  20. Smart Content to work with uploaded pages

    Smart Content to work with uploaded pages

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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