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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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6797 results found

  1. Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    30 votes

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    Hi there! Thank you for submitting your idea. 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!

  2. Upload PDF files that contain over 500 pages

    1 vote

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  3. The option to draw in PandaDoc from the recipient's side.

    10 votes

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  4. Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  5. 2 votes

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  6. to be able to send the document even with unassigned fields.

    62 votes

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    We appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!

  7. 2 votes

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  8. Can i download a software from pandadoc instead of doing everything on the website?

    (offline signing)

    45 votes

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  9. Ability to upload audio files like mp4 to PandaDoc documents

    6 votes

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  10. 6 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  11. I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.

    I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…

    2 votes

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  12. PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    6 votes

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  13. When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.

    1 vote

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  14. 7 votes

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  15. 4 votes

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  16. Make the Document Value Required to fill out instead of it being option

    1 vote

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  17. Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    9 votes

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  18. Integration with Microsoft Power Bi

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    16 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Ability to pull account data from ZD support to PandaDoc.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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