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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2993 results found

  1. 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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  2. 3 votes

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  3. Power Automate integration

    11 votes

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

    6 votes

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  6. The ability to create a custom Report using Fillable Field and/or Variable information.

    13 votes

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  7. Option to use recipient groups when sending documents via bulk send

    2 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!

  8. I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    3 votes

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  9. Ability for Variables in Document Title will be supported in automations

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Ability to include postal address

    6 votes

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  12. The ability to have a table function that serves to show a pro-rated amount within a pricing table.

    5 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!

  13. Ability to set a primary owner of a workspace different than the Account Owner

    12 votes

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  14. Integrate with Fillquick

    3 votes

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  15. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  16. Option to make a text block expandable if the content is too large.

    5 votes

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  17. We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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  18. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    (now it's YYYY-MM-DD by default and there's no way to change it).

    8 votes

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  19. Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.

    8 votes

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  20. 7 votes

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    0 comments  ·  Other  ·  Admin →
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