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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.

    5 votes

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  2. filter Activity Data by Template Type

    3 votes

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  3. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. I have a quick question, can I re call an email i have sent by panda?

    21 votes

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  6. when a form is completed, can I choose who receives the response

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  7. Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…

    1 vote

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  8. Integration with Service Titan

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    9 votes

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  10. in-person signing for forms

    21 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  11. ZIP code UK format or International in the Text Field

    7 votes

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  12. Ability to reveal hidden columns such as SKU’s, COST, TAX, after document has been completed by recipient. Not looking to be able to edit the document but rather just to view the hidden column information.

    21 votes

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    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!



  13. It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.

    Perhaps an addition to this area?

    10 votes

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  14. Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data

    2 votes

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  15. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    29 votes

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    Idea  ·  5 comments  ·  Approvals  ·  Admin →
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  17. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    13 votes

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  18. Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.

    This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. 1 vote

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  20. no extra page when adding item from content library

    17 votes

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