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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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2928 results found

  1. Ability to share a document link with non-recipients

    7 votes

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  2. It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…

    10 votes

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  3. Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.

    37 votes

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    9 comments  ·  Other  ·  Admin →
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  4. Include "expiration date"/"renewal date" into the report.

    3 votes

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  5. Option to see all users' notifications from all workspaces within MS Teams

    2 votes

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  6. Allow Collaborators to use the search function for documents that have been shared with them.

    7 votes

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  7. 3 votes

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    • Will allow the user to enable multiline text in API or Make
    3 votes

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    1 comment  ·  API  ·  Admin →
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  8. Conditional fields - automatically fill out the value of another field

    5 votes

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    • option for the user to get the link of all of the created document via downloading it in csv
    3 votes

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    0 comments  ·  Other  ·  Admin →
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  9. 2 votes

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    • Will allow the sender to add custom variable on the Pricing table
    18 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!

  10. The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    5 votes

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  11. Option to use mobile app in case you have EU server

    8 votes

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    0 comments  ·  Mobile  ·  Admin →
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  12. 5 votes

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  13. Expand scope of condition for approvals beyond document value, quote or pricing.

    For users who works with wordy contracts lacking in pricing tables or quotes, it would be nice to see new approval conditions which extend beyond the current selection where the conditions can be for example edits to select clauses such as limitation of liability, indemnity etc

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. 3 votes

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  15. Power Automate integration

    11 votes

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  16. Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

    7 votes

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  17. Customer would like to be able to assign one recipient in two different roles with signing order

    6 votes

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