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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6797 results found

  1. Capture recipient's responses via a survey

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. Fields signing order on a document/form

    Add order in which the recipient would be able to act on fields.

    17 votes

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    Idea  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. notify when a change to the document is made

    notify when a change to the document is made

    3 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Ability to populate dates in Freshsales through tokens without timestamps

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. sending a document out only after a payment is submitted

    sending a document out only after a payment is submitted

    2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  6. [Bulk Action] Mass download templates

    Mass download templates

    45 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

  7. Ability to choose where to place signature certificate on a printed document

    Ability to choose the position of the signature certificate reference on a printed document (now it's at the bottom of the page by default)

    9 votes

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    Idea  ·  2 comments  ·  Security & Compliance  ·  Admin →
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  8. Refrain video attachment in document to be downloaded or shared by the recipient

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Disable sending PDF attachment of the completed document to the document owner.

    Disable sending PDF attachment of the completed document to the document owner.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Time field: ability to specify Time along with the Date

    9 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  11. References in the Pricing Table

    Ability to add references to the pricing table.

    9 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. Add recipient's first name and last name while forwarding

    After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    6 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  13. [API] Decline document via API

    api call has the ability to decline document

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  14. Customers / recipients can edit variables

    The ability for the recipients to edit variables.

    40 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Pull Salesforce documents under Notes&Attachments into PandaDoc

    Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Recipients can upload visible in a document images / files

    Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    29 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. CC'd recipient: document status change

    When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.

    8 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  18. requesting recipients' consent for tracking activity before opening a doc

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  19. Edit documents withour resetting document analytics

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals) [WORKAROUND PROVIDED]

    Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    108 votes

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    6 comments  ·  Approvals  ·  Admin →
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    On Roadmap  ·  Liza Gatsak responded


    [WORKAROUND]

    Hi all! 

    I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

    I would be happy to answer your questions and get a feedback from you. You can…

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