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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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6979 results found

  1. 15 votes

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  2. A PDF of a paid document should include the PAID badge, the same as the web view version

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. 4 votes

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  4. 359 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and 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 few 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!

  5. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Ability to schedule when to send a document

    268 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and 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 few 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!

  7. 8 votes

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  8. 0 votes

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  9. Enable much higher flexibility in CPQ with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    668 votes

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  10. For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    4 votes

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  11. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    28 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  12. The possibility to transfer the role with the content (if we add pages from template to CL for example).

    3 votes

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  13. The option to implement auto-reminders to all the templates and documents created before the option is enabled.

    6 votes

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  14. 2 votes

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  15. Ability to change the sender email when sending via Bulk send.

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.

    87 votes

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  17. resize textfield to make smaller in ev2

    3 votes

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  18. Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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  19. Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

    2 votes

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  20. Select and edit several documents at once.

    8 votes

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