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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    11 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!

  3. Ability to view the IP address for Viewers

    2 votes

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  4. 1 vote

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  5. 1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Custom role permission:
    I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.

    1 vote

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  9. The ability to enable recipients to not have to input recipient information before singing a form

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. Redirect recipient to a custom URL upon completion based on certain conditions.

    1 vote

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  11. Embedded form: hide the section on the top of the form that displays a recipient's email address

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. Option for the recipient to edit the tax column in the quote builder

    1 vote

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  13. Option for the recipient to change the description in the quote builder

    1 vote

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  14. Change document name after document completion

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. The ability to have conditional logic on text block not just text fields.

    4 votes

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  16. Native integration with Survey Monkey or apps for quizzes.

    1 vote

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  17. I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.

    5 votes

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  18. Option for recipient to approve or decline the document from the email they receive

    9 votes

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  19. Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.

    5 votes

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  20. 2 votes

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