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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7033 results found

  1. Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.

    6 votes

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  2. 11 votes

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  3. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Currently system tokens must be filled manually while using our mobile application.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  5. 1 vote

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  6. Would like to have an option to set up logo for specific e-form not for the whole account/workspace

    1 vote

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  7. Being able to pass a document public link from PandaDoc via Zapier even if the document was not sent

    47 votes

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  8. translate products in pricing table to another languages

    5 votes

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  9. integration with proprietary video platform

    1 vote

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  10. 3 votes

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  11. it would be nice to be able to hold shift and select multiple documents at once

    2 votes

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  12. 2 votes

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  13. Would like to share docs via links in other statuses except for draft in a mobile version

    2 votes

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  14. could you please fix date to show completed date as of when it was completed on mobile complete overview and not the date it was created

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  15. Hello, can you please include a way for your customer's to send a copy of their PDF files from Pandadoc via a link whenever emailing the PDF files to others, verses always sending the PDF files as an attachment within an email whenever you email the PDF files to others. Because some companies/people don't like to open attachments due to computer viruses.

    Please consider this as an immediate option. Many other companies that I create other type of PDF files with do provide this option (emailing via a link) with their PDF files.

    I appreciate your taking the time to…

    1 vote

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  16. A one-click sign all button

    8 votes

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  17. I do receive an e-mail saying that the supposedly person has accessed to the platform (name of the person of the link in PandaDoc) not the recipient of the link, which is not true

    1 vote

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  18. can pandadoc to integrate with "Wave" an invoicing / payment platform

    4 votes

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  19. Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.

    Thanks!

    (PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).

    1 vote

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  20. When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.

    In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…

    5 votes

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