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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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6790 results found

  1. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    45 votes

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  2. Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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  3. Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    6 votes

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  4. 9 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  5. 2 votes

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  6. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. document value should be changed to the paid amount

    3 votes

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  8. if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be changed

    1 vote

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

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  10. "I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "

    8 votes

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

    2 votes

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  12. 47 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!

  13. 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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  14. 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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  15. 3 votes

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

    2 votes

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  17. 4 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. 8 votes

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  19. 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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  20. 2 votes

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