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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4096 results found

  1. Needs conditional routing, conditional approvals (More advanced than what we have)

    When content within a document is edited to remove or edit clauses from the template send for approval to specific group.

    15 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    15 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  3. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    15 votes

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  4. It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.

    15 votes

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  5. Sort the document by status and direct period of time.

    15 votes

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  6. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  7. Add space between numbered list

    15 votes

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  8. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Difficulties with indentation.

    15 votes

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  10. Ability to allow someone else to sign a document if the original signer is out of office,

    15 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  11. Payment block populates only if the customer selects "credit card" as the option for payment.

    15 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  12. ev2 wrap text and make text smaller when recipients add long responses to text fields

    15 votes

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  13. Customizable message when automatically receives completed PDF document to signors.

    15 votes

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  14. Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.

    14 votes

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  15. 14 votes

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    4 comments  ·  API  ·  Admin →
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  16. Option to remove Account owner/Admin from the workspace

    14 votes

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  17. Be able to download a completed document's specific pages, to share separately.

    14 votes

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  18. Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    14 votes

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    1 comment  ·  Payments  ·  Admin →
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  19. Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.

    14 votes

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  20. Ability to set the document title of a newly created document from info in Salesforce

    14 votes

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