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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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6895 results found

  1. The option to set the default size and font for a field so they appear the same.

    51 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. Recognizing line form in PDF (when you have a questionary with simple rows in a table) and assigning field automatically (Ev2).

    1 vote

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  3. 7 votes

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  4. Send multiple documents via one API call.

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  5. 4 votes

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  6. Forwarding documents option for API.

    12 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  7. Option to edit uploaded PDF, convert to editable document/template

    269 votes

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  8. Integration with Close.io

    79 votes

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    Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, 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!

  9. ability to add items to dropdown field in bulk

    19 votes

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  10. The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    3 votes

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  11. Ability to Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  12. 31 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  13. auto-refresh editor after clicking 'finish' when sending a document to yourself

    1 vote

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  14. Authentication procedure for approver (password, etc).

    5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  15. 3 votes

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  16. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    5 votes

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  18. An icon or flag that will appear next to the document status when viewing the document list to be notified when new comments have been posted.

    1 vote

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  19. write back document status in a list view in dynamics

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. 1 vote

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