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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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4568 results found

  1. 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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  2. disable the ability for the recipient to decline a document

    2 votes

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  3. Ability to integrate with PaySimple as payment gateway

    1 vote

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  4. Ability to change document status to "Closed Lost"

    1 vote

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  5. From the API there is no way to download a PDF format of a Template

    1 vote

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  6. 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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  7. Ability to enable silent flag in Zoho (Notifications)

    1 vote

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

    2 votes

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  9. 1 vote

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  10. 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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  11. 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]

    1 vote

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  12. Option to remove PDF page break to download the page as a whole

    3 votes

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

    2 votes

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  14. 1 vote

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    Idea  ·  0 comments  ·  CPQ - Catalog  ·  Admin →
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  15. 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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  16. Make it easier to find any fields, especially errant fields.

    1 vote

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  17. Ability to merge document in bundles.

    1 vote

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

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

    2 votes

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  20. i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    2 votes

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    0 comments  ·  Other  ·  Admin →
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