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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6685 results found

  1. When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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  2. Ability to send "Document Approved" notification to more than just the document creator.

    10 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  3. Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    41 votes

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  4. 12 votes

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  5. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Ability to set up SEPA direct debit through PandaDoc

    21 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. 69 votes

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    Hi there. Thank you so much for submitting your idea - we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next couple months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  8. Link documents to Zoho CRM from PandaDoc side

    14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  9. 77 votes

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  10. 4 votes

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  11. There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    27 votes

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  12. When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. 5 votes

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  14. When signing a document the entire page zoom's and top and bottom action bars are lost. Exception would be to zoom only the document so the call to action bars are kept.

    67 votes

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    We wanted to share an update regarding zooming in or out of the document. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
    We appreciate your understanding.

  15. when you make one text field wider than another text field and then you want to make the wider text field the same size as the smaller text field
    it doesn't snap to the lines (blue guides)

    22 votes

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  16. 3 votes

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  17. 4 votes

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  18. wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view

    5 votes

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  19. 117 votes

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    23 comments  ·  Other  ·  Admin →
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  20. 2 votes

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