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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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7350 results found

  1. Ability to make a document private between the creator and the recipient

    7 votes

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  2. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
    I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.

    1 vote

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  4. Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    4 votes

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  5. Would like to be able to send emails with high priority.

    2 votes

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  6. Option to download signed doc as JPEG

    1 vote

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  7. 1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  8. 1 vote

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  9. 1 vote

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  10. 10 votes

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  11. Introduce native automate.io integration

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. I need to be able to download PDFs with the pictures, that my client has kindly uploaded, visible. Currently when I download a PDF all I see is links or names of the files instead of the actual photos.

    2 votes

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  13. I often find myself viewing a document through another application (e.g., opening an email link or using the Chrome extension from Gmail or Copper) and then needing to work on it in the PandaDoc application - but to do that, I have to open a new tab, login, and find the document. These extra steps are tedious (and can take awhile on weak internet connections), and it seems very unnecessary. Thanks for considering this!

    4 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  14. Native integration with Daylite CRM

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. system to detect that a quote name already exists, so it gives us an alert or something

    1 vote

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  16. At present document forwarding and signature forwarding can only be done by pandadoc email, even if the original recipient was sent it via a link. This suggestion is to allow the forwarder to generate a new link for the person they are forwarding to.

    This is needed because of 2 problems with email sending
    1. Email deliverability - people use links to send documents because they don't want to risk their document getting spam filtered, which can happen quite frequently and unpredictably. As signature forwarding only has a pandadoc email option this means the original email will get through, but…

    3 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    52 votes

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    After careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  17. move one team member from one workspace to another

    6 votes

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  18. Seem like you've overlooked styling for dark mode in the Teams integration. Just been trying it out today, but the display could really do with some attention as shown in the screenshot attached.

    2 votes

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  19. Point form such as
    1.
    1.1
    1.2

    2.
    2.1
    2.2

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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