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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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6890 results found

  1. Ability to convert multiple documents and make them editable

    1 vote

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  2. Ability to remove/disable payment integration without altering or removing signatures on the document

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  3. Ability to create contacts with the same email address but different details

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Ability to add GIF on headers

    1 vote

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  5. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. I would like to be able to reschedule an already scheduled notary session. For example, I have clients that are scheduled for 2:00 today, but they need to change it to 3:30 - I don't want to have to cancel the session an re-send the link and re-upload all docs.

    2 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  7. 2 votes

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  8. 1 vote

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  9. integration and automations with Streak CRM

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. The ability to integrate with NCR payment solutions

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.

    I hope product can place a banner or a notification message saying that only the main Admin Owner can create

    1 vote

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  12. Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.

    1 vote

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  13. Customer would like to be notified to all documents that are not yet completed every day or every couple of days

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Map line items to a table block via Zapier and/or native integrations.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. 2 votes

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  16. require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  17. Ability to download the reporting as PDF or link that is viewable to others.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Can we have a stamp instead of certificate page. We have to upload signed documents to State website and currently we are uploading along with the certificate. If we can have stamp on the document by signatures with a certificate number on it and if needed in future we can access the certificate with that number, this way we don't have to upload a certificate with each and every document.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.

    3 votes

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  20. 1 vote

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