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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Adding more options to branding settings

    18 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  2. Capture recipient's responses via a survey

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. 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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  4. 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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  5. 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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  6. 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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  7. [Bulk Action] Mass download templates

    Mass download templates

    45 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. [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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  15. Customers / recipients can edit variables

    The ability for the recipients to edit variables.

    41 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. 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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  17. 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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  18. 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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  19. 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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  20. Edit documents withour resetting document analytics

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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