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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Preview what one doc would look like before sending via bulk send

    37 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!

  2. 2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  3. 2 votes

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  4. 2 votes

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  5. Sometimes people want to show a recipient how much they are saving per month per pricing table line item in the pricing table before the 12-month-term multiplier (or whatever) is applied.

    6 votes

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  6. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. 10 votes

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  8. Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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  9. 1 vote

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  10. 14 votes

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  11. 4 votes

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  12. 6 votes

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

    2 votes

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

    36 votes

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  16. 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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  17. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. 1 vote

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  19. Automatically place signature field on every page by dropping it once

    61 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!

  20. 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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