Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Confirmation before sending to added recipient

    At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  2. a notification available in PD that allows you to know that the original recipient has forwarded a document to another for signature

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →

  3. Ability to remove custom formatting of the text so that theme settings are applied EV2

    Currently custom formatting is overriding the theme settings and there is no way to remove it

    1 vote

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    Idea  ·  0 comments  ·  Document Editing & Design  ·  Admin →

  4. See upcoming subscription renewals

    Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →

  5. "Next page" function in recipient view

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →

  6. An email notification about a doc being updated (=edited and resent)

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →

  7. EV2 - Complete Button like in Classic when the document is signed by the sender only

    1 vote

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    Idea  ·  0 comments  ·  Document Editing & Design  ·  Admin →

  8. Card Details field - CC details only/no Address

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  9. track the link once added to document

    track the link once added to document

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  10. Marking the documents that are used in an integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →

  11. [Pricing table 2.0] Preserve the column width when it's hidden

    1 vote

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    Idea  ·  0 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →

  12. doc2doc for different workspaces

    doc2doc for different workspaces

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  13. Option for pricing table to be editable to Sender/Author only

    1 vote

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    Idea  ·  0 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →

  14. Undo providing the ability to undo field moves and not just text changes

    1 vote

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    Idea  ·  0 comments  ·  Document Editing & Design  ·  Admin →

  15. Pass activity log to Salesforce

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →

  16. force logging in to the account before the account user could see the contract

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →

  17. Automatic backup

    Automatic backup of documents and statistics.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →

  18. Payment Gateway Integration with Solupay

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →

  19. Preserving the recipient preassigned to a role on a template when creating a document from it in the mobile app

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →

  20. Ability to pull information about products from salesforce to a document as variables/tokens

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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