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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5913 results found

    • the feature will allow the user to input negative numbers eg: [variable c]=[variable a]-[variable b]
    1 vote

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  1. Option to update Google Sheets with the document status to see which recipients completed the document

    1 vote

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  2. For PandaDoc API functionality to have a functionality in PandaDoc to capture the geo location when a document is electronically signed

    1 vote

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  3. Have the ability to have guests with admin roles. Such as an IT account that will not create documents

    1 vote

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  4. 1 vote

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  5. original sender's message to be forwarded using the email delivery method in sending the document

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Use Saved Messages when sending invites for Notary Sessions

    1 vote

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  9. Move a document from one workspace to another upon an event.
    For example, an organization wants a separate workspace for all their executed contracts to make sure only people with permissions can access those.
    An automation that would move a contract upon Completion to a certain workspace would achieve that.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. When a content library item is inserted into a document/template, the design settings of the content library item are adjusted to to the design settings of the document/template.

    If the content library item has design settings that differ from the template/document design settings, the formatting of the content library item might be ruined. The idea is to compare the design settings before the insertion and display the corresponding warning message with the potential consequences (shifted fields and content)

    1 vote

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  12. Prevent signers from seeing completed docs

    1 vote

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  13. 1 vote

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  14. Ability to report abuser user, document etc

    1 vote

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  15. Ability for PandaDoc to automatically fix formatting and design of uploaded PDF file

    1 vote

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  16. Automatically fill a date field once the approval workflow has been completed

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  17. Ability to extract recipient's attachments via Zapier.

    1 vote

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  18. 1 vote

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  19. Could you also make feature requests for ways to see agreements not linked to salesforce and also ways to manually export the JSON related to the agreement our data team would love to use the date in the custom object to see discrepancies between what the customer actually signed and what was listed in the opp. They can auto-process that custom object.

    1 vote

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