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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6741 results found

  1. Removal of content locking option if it is not available on the current plan.

    2 votes

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  2. 45 votes

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    Hi there, 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!

  3. If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated

    2 votes

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  4. Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. bulk-sent documents should inherit the source template reminders' setups

    2 votes

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  7. 4 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  8. 8 votes

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  9. Change the document sender to any email without using Send on behalf.

    20 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  10. 2 votes

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  11. PandaDoc does not have any integrated Payment gateways that can be used in South Africa.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    Ability to only delete drafts and approved contracts, but not signed contracts

    9 votes

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  14. 1 vote

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  15. Save recipient's ACH payment details for future payments

    29 votes

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    Idea  ·  5 comments  ·  Payments  ·  Admin →
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  16. I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
    For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. It seems to me that the recipient is not been shown a GDPR / privacy statement about the tracking capabilities withing PandaDoc. Can I change it so that before a user can see the document, he has to accept the GDPR terms?

    1 vote

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  18. Customer wants to integrate Typeform with PandaDoc to prefill a document with values.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. 4 votes

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  20. Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    2 votes

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