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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7351 results found

  1. Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  2. 3 votes

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  3. one recipient to review document (without signing) before sending to another recipient. "Signing order" for viewers of a document.

    3 votes

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  4. 3 votes

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  5. 3 votes

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    1 comment  ·  Mobile  ·  Admin →
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  6. To delete white background (make a background transparent) when the image is added from Canva

    3 votes

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  7. It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…

    3 votes

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  8. option to save completed document on different location of device rather than a default location of downloads

    3 votes

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  9. 3 votes

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  10. Being able to set an image block as a background image

    3 votes

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  11. Option to use pandadoc variables as a placeholder

    3 votes

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  12. Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.

    This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce

    3 votes

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  13. 3 votes

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    0 comments  ·  API  ·  Admin →
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  14. Ability to add conditional fees.
    The customer would like to have an option for his customers to disable fees by uploading a tax-exempt certificate. That should disable taxes/fees in the pricing table.

    3 votes

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  15. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. add multiple background images on a page

    3 votes

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  17. I don't use the advanced document creation features... just signing (at least for now) and I'd love it if there was a paid version (in the ~$8-9/month range) that placed it below the essentials plan, and on par with other esign apps, including advanced signing-only features (audit trail, Zapier, custom branding, etc).

    3 votes

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  18. Often a client needs to approve a document before it can be sent to their boss (the person signing on behalf of the company).

    The "document forwarding & signature forwarding" options are not only very confusing to a lot of clients but also confusing for internal approval flows (i.e. there is a signer appointed to a document that is not eligible to sign on behalf of the company).

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Can add a shape to a background color, to make it more customizable. For example, rounded ends on the background color for text.

    3 votes

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  20. The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..

    3 votes

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    0 comments  ·  Other  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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