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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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7033 results found

  1. Automatically remove users from PandaDoc

    Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")

    2 votes
    Idea  ·  0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  2. Making documents created from a Hubspot Contact automatically inherit the Contact's name

    2 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →
    How important is this to you?

  3. ability to share forms with another workspace

    4 votes
    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Document tasks

    Create and track tasks for specific documents in-app

    3 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Allow user access to certain document folders or documents

    15 votes
    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

  6. Add audio to the document

    2 votes
    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Differentiate between internal and external signer

    Our contracts are being signed by our clients as well as our management. We would like to be able to differentiate between the internal and external recipients/signers with an additional document status and individual messages for each recipient.

    1 vote
    0 comments  ·  Recipient Experience  ·  Admin →
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  8. Playing videos and clicking on hyperlinks in presentation mode

    6 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. ISO 9001 compliant

    ISO 9001.

    2 votes
    0 comments  ·  Security & Compliance  ·  Admin →
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  10. when bulk downloading documents save them as PDF, not in ZIP file

    when bulk downloading documents save them as PDF, not in ZIP file

    6 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  11. Kiosk mode

    Kiosk mode is to lock down a device when that device is used for a specific task or used in a public setting.

    4 votes
    0 comments  ·  Other  ·  Admin →
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  12. UGAP reference

    UGAP reference needed

    1 vote
    0 comments  ·  Other  ·  Admin →
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  13. Adobe E-sign

    wants to sign completed docs with adobe esign

    1 vote
    0 comments  ·  Integrations  ·  Admin →
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  14. Transitioning from QuoteRoller

    It's not only an update:
    double the cost of our current solution quoteroller.com
    find time to implement it / project manage the implementation...
    lose all client history

    2 votes
    0 comments  ·  Other  ·  Admin →
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  15. stop the email/reminders on the recipient's end

    stop the email/reminders on the recipient's end

    1 vote
    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. comments feature for uploaded documents

    comments feature for uploaded documents

    5 votes
    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. disable the inbox notification (red indicator)

    disable the inbox notification (red indicator)

    4 votes
    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. JazzHR

    Integration with JazzHR

    1 vote
    0 comments  ·  Integrations  ·  Admin →
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  19. Collect Card Details without Payment Integrations

    Be able to collect card details and store it in the app.

    28 votes
    6 comments  ·  Content Editing & Design  ·  Admin →
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  20. Ability to add payment processing fees

    Allow to add payment fees to the payment integration, for example 2% for card payments

    57 votes
    10 comments  ·  Quote to Cash  ·  Admin →
    How important is this to you?
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