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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6795 results found

  1. Make it impossible to send a document if the required variables are not filled in

    19 votes

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  2. Allow other people besides The document owner to receive renewal notification emails

    19 votes

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  3. Ability to mass export variables list from the document or the template.

    19 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Integration with BankID
    https://www.bankid.com/en/

    19 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    19 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  6. Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).

    19 votes

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  7. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    19 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  8. A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    19 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  9. 19 votes

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  10. This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).

    18 votes

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  11. Automations based on Forms

    18 votes

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    2 comments  ·  Forms  ·  Admin →
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    • Will allow the sender to add custom variable on the Pricing table
    18 votes

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  12. Set expiration date when uploading the document

    18 votes

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  13. 18 votes

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  14. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    18 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Make the next button more clear when completing fields and signing the document

    18 votes

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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!

  16. Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.

    18 votes

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  17. Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    18 votes

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  18. catalog sharing across workspaces

    18 votes

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  19. Ability to adjust the spacing between bullets and text

    18 votes

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