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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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7107 results found

  1. What I need is a way to protect a pdf so that it cannot be modified, and that it remains protected or in read-only mode.

    3 votes

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  2. Download multiple documents (document folders) directly to computer

    3 votes

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  3. 3 votes

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  4. The option to be able to requiring to fill out something within the pricing table in a template before it can be used and sent out would be very useful.

    3 votes

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  5. 3 votes

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  6. Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)

    3 votes

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  7. If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.

    3 votes

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    1 comment  ·  Approvals  ·  Admin →
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  8. ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  9. When the document's status changes - > move the deal to the custom stage via Automations feature

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

    3 votes

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  11. Option to collect payment on the payment gateway

    • will allow the user to view or collect payment within the document
    3 votes

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  12. add tag to documents automatically via zapier

    3 votes

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  13. Document sequencing in a second workspace works with a shared template from first workspace

    3 votes

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  14. When editing the document as the collaborator we can see it in presentation mode. But when sending it to the recipient it is not viewing on full screen.
    How can we change the standard viewing settings for the recipient?

    3 votes

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  15. add shipping fees, packaging costs, rental fees, deposits, etc.

    3 votes

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  16. Ability to limit document creation for account users

    3 votes

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  17. Option to separate notifications via API. For example, send only PDF of the completed document to the recipient (and not send them "document was sent" notification)

    3 votes

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    0 comments  ·  API  ·  Admin →
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  18. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. An option to search and select tokens from HubSpot CRM on the PandaDoc side

    3 votes

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  20. Legal validity of the documents generated / sigend through Pandadoc in Columbia

    3 votes

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