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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7354 results found

  1. add attachments for manually completed documents for ev2

    Automatically add the attachments to the manually completed docs
    Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  2. Badge numbers iOS

    Please fix the bugging badge numbers on iOS. It’s impossible to reset them.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  3. Zoho time zone localization

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. See other CC'd

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Email message display

    Make the email message box display bigger/wider.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Formatting custom field, specifically field value, when adding products to the pricing table from the catalog.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Ability to Pass Metadata from Content Library to Document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Reporting feature: Content Library Export Report (with an ability to see what content library items are not being used)

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document (regardless of signing order)

    9 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Automatically remove users from PandaDoc

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

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Making documents created from a Hubspot Contact automatically inherit the Contact's name

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. ability to share forms with another workspace

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Document tasks

    Create and track tasks for specific documents in-app

    3 votes

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

    18 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    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!

  15. Add audio to the document

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. 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

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

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. ISO 9001 compliant

    ISO 9001.

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  19. 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

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. 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

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    0 comments  ·  Other  ·  Admin →
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