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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6440 results found

  1. 11 votes

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  2. 4 votes

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  3. 4 votes

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  4. Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).

    19 votes

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  5. The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Ability to add a specific expiration date for several documents at the same time

    31 votes

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  7. The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    13 votes

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  8. 1 vote

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

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  10. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    14 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  11. Automatically place signature field on every page by dropping it once

    38 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!

  12. Ability to pass custom product fields from Salesforce as currency.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Remove X sent you the document from the email.

    6 votes

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  14. Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    11 votes

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  15. Drop-down field with the possibility of selecting several options.

    14 votes

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  16. How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    7 votes

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  17. We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  18. When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)

    12 votes

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  19. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    18 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  20. Documents via link sharing should only be accessible to the intended recipient.

    22 votes

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