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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4109 results found

  1. Attachments should be supported when viewing or signing on mobile app.

    12 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  2. Integration with ClickUp

    12 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  3. The customer would like to see variables be able to be displayed in other languages, not just english.

    12 votes

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    Idea  ·  2 comments  ·  Localization  ·  Admin →
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  4. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    12 votes

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    Idea  ·  1 comment  ·  Esign & Notary  ·  Admin →
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  5. 12 votes

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  6. 12 votes

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  7. 12 votes

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  8. Be able to add PandaDoc component to SalesForce community page

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    12 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  10. 12 votes

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  11. Would like to have more filters for the templates. Like top 3 used templates.

    12 votes

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  12. Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    12 votes

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  13. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    12 votes

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  14. The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.

    12 votes

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  15. report of all the signed documents using specific IP addresses

    12 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  16. It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    12 votes

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  17. PandaDoc integration with Lever (HR Recruiting software/CRM)

    12 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    12 votes

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  19. 12 votes

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  20. Copy the page from one document to another.

    12 votes

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