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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4106 results found

  1. I would love to have PandaDoc integrated with Quick-base/YSL where we upload all our docs so they can be uploaded automatically instead of sitting and downloading and uploading many docs each day. it would save tons of time and is much more 2023 style

    1 vote

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  2. Have an option for technical support people who do not require licenses. Have the ability to add and remove, and change users.

    1 vote

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  3. 12 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  4. There is an employee and supervisor when the admin send a timesheet to the employee he/she should look into the timesheet and can edit it if needed. Once he is done with the timesheet, it should route to the supervisor, he'll check and give approval/decline, which should be notified to the employee like the timesheet is Approved/Denied.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  5. Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table

    1 vote

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  7. 1 vote

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  8. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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  10. 3 votes

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  11. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    7 votes

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  13. The ability for the Sender to collect the completed document from the recipient via a link.

    1 vote

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  14. Ability to change the name of the form to one of the fields within the form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Ability to publish forms without the fields being assigned to a role.

    2 votes

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  16. Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674

    Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.

    1 vote

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  17. To have a native "read aloud" feature which reads everything on the document

    1 vote

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  18. When a user joins a workspace, they will automatically be assigned a specific subdomain.

    2 votes

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  19. Ability to change multiple instances of the same word at once.

    4 votes

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  20. i.e the ability to alphabetize documents while also setting the order for the status column

    4 votes

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