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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. 2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  2. When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.

    1 vote

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  3. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    13 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!

  4. It would be great if it worked when you are adding to anything via typing to be able to use dictation software i.e. Dragon Software.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    37 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!

  6. 4 votes

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  7. 4 votes

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  8. Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    18 votes

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  9. Folder organization for Forms.

    33 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  10. In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  12. option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.

    4 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  13. 1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  14. Export a list of paid documents with the name, amount and date it was paid.

    4 votes

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  15. catalog sharing across workspaces

    19 votes

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  16. Availability to use custom variables for the forms (at the moment only role variables can be used)

    63 votes

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    9 comments  ·  Forms  ·  Admin →
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  17. The ability to change the date under your name in your Inbox in PandaDoc - sending date should be visible instead of the date when a document was created.

    3 votes

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  18. 2 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  19. Ability signature too for applications or forms that are not in panda.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. The ability to create or update templates and content library items that are accessible in one workspace.

    20 votes

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