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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Custom Electronic Disclosure Message

    Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    11 votes

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    Released  ·  2 comments  ·  Other  ·  Admin →

  2. Add footer and page background to content library items

    My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.

    8 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →

  3. Setup 2FA for all users at once

    Option to setup 2FA for all users at once

    16 votes

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    3 comments  ·  Security & Compliance  ·  Admin →

  4. Variable for the current date

    Ability to have a variable for the current date

    8 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  5. Allow recipient to edit fillable fields of another recipient

    Option to allow a recipient to edit fillable fields of another recipient. For example, the sales rep is signer 1, client is signer 2, the sales rep prefills the contract but typos the clients business name, I want the client (signer 2) to be able to review and correct.

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. Export documents as CSV file

    The ability to export documents as CSV file not a zip file and the PDF version.

    19 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →

  7. Mobile App: Invite New User

    Ability to invite users in Mobile App

    3 votes

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    0 comments  ·  Mobile  ·  Admin →

  8. Remove response from form/ CSV when deleting the form response document

    Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.

    3 votes

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    2 comments  ·  Forms  ·  Admin →

  9. Approval workflow based on workspaces

    It would be great to be able to create approval workflows connected to Workspaces, instead of a template.

    This would mean that documents that are received and uploaded into PandaDoc, could still go through this approval workflow. Supplier contracts, for example.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →

  10. Automations based on Forms

    Automations based on Forms

    24 votes

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    3 comments  ·  Forms  ·  Admin →

  11. Content Library - Ability to save whole document

    Ability to save whole document/contracts instead of per page only.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  12. APIs to add/edit/del Templates.

    APIs to add/edit/del Templates.

    1 vote

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    0 comments  ·  API  ·  Admin →

  13. Upload Documents to Rooms

    Ability to let Recipients upload documents to a Room

    4 votes

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    1 comment  ·  Rooms  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

  14. Update records in SugarCRM when new documents are Signed in PandaDoc

    Update records in SugarCRM when new documents are Signed in PandaDoc

    https://pandadoc.zendesk.com/agent/tickets/604161

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  15. Recipient Groups in Forms

    We would like to use recipient groups in Forms. Currently, they are only available on documents.

    2 votes

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    1 comment  ·  Forms  ·  Admin →

  16. Notify sender about documents that are left unsigned

    Set notification for senders when a document has not been signed after X number of days.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  17. Footer/Header - Ability to add signature fields, text fields.

    The ability to add fields on footer such as text field or signature fields.

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  18. Filter documents by their value

    Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  19. The option to split payment between recipients.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  20. Automations for Salesforce CPQ

    Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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