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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6888 results found

  1. The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.

    1 vote

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  2. Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.

    1 vote

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  3. I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.

    2 votes

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  4. Send code via email instead of using an authenticator app

    1 vote

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  5. Section to view all documents I signed

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. 1 vote

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  7. Allow approval workflow in bulk sends

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. 8 votes

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  9. Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually

    1 vote

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  10. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    14 votes

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  11. Adding video from youtube shorts - by default, the youtube player is being added with a horizontal orientation. Allow to add video where the player is vertically oriented

    3 votes

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  12. When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…

    2 votes

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  13. Option to add VOID across a document that has already been sent and signed by all parties (and then resend)

    5 votes

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  14. 4 votes

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  15. shared templates can be moved to the folders

    4 votes

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  16. Option to setup a custom email message when sending another document via Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. Have Pandadoc Integrate with booqable integration.

    1 vote

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  18. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    13 votes

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    2 comments  ·  Other  ·  Admin →
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  19. Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    3 votes

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  20. Is there anyway to automate an upload of a signed contract PDF automatically into the Monday CRM?

    That would save us so much time of data backup!!

    2 votes

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