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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4070 results found

  1. Add the ability to select multiple content blocks to move, delete, copy/paste them in one go

    16 votes

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  2. Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.

    1 vote

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  4. It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.

    This would help with understanding the use case when connecting with the user for feedback.

    More importantly it would help build a QBR based on the use case to steer behaviors.

    Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.

    10 votes

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  5. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    11 votes

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  6. I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
    If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
    That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders

    1 vote

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  7. disable the ability for the recipient to decline a document

    4 votes

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  8. Ability to integrate with PaySimple as payment gateway

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. From the API there is no way to download a PDF format of a Template

    3 votes

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    0 comments  ·  API  ·  Admin →
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  10. Ability to disable who has viewed the document: ensure the account owner see all documents without the users knowing they were there (example on latest activity)

    1 vote

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  11. Ability to enable silent flag in Zoho (Notifications)

    1 vote

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  12. Remove the owner from being copied on every notification for all licenses

    3 votes

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  13. We are seeing some issues with people sending payment requests with no Payment setting turned on.

    Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”

    1 vote

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  14. Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Option to remove PDF page break to download the page as a whole

    12 votes

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  16. be able to download a report of recipients who haven’t signed or signed the documents

    5 votes

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  17. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Make it easier to find any fields, especially errant fields.

    1 vote

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  19. Ability to merge document in bundles.

    1 vote

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  20. option to modify or delete commission number in Notary Stamp

    1 vote

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