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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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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7033 results found

  1. A private dashboard of docs that contained financial info so other users cannot see unless invited

    6 votes

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  2. 3 votes

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  3. 16 votes

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  4. 2 votes

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  5. Zoho: pass products from related lists (not from the products in deal directly).

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.

    6 votes

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  7. 2 votes

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

    1 vote

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  10. 10 votes

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  11. 2 votes

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

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. 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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  14. 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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  15. Automation with the internal systems(using freshbook)
    For invoices and contracts

    2 votes

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  16. pull photos of users to PandaDoc documents from Salesforce

    2 votes

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  17. use the forms feature with Nimble integration

    1 vote

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  18. 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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  19. 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.

    12 votes

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  20. 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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