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Ideas to Improve PandaDoc

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  • 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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7266 results found

  1. ability to see comment history to see what was discussed with clients from the beggining

    2 votes

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  2. Is there a way to see who moved documents or folders to another folder and when they moved them?

    2 votes

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  3. 2 votes

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    0 comments  ·  API  ·  Admin →
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  4. ability to set up a field that changes based on the value the prospect selects in the dropdown. i.e hide/show a text field based on a selected input

    2 votes

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  5. 2 votes

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    0 comments  ·  API  ·  Admin →
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  6. It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.

    2 votes

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  7. conditional fields - add more fields per rule, beyond 100 can be selected

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. option to delete pages and insert page breaks using the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  9. Ability to resize and move the editor toolbar

    2 votes

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  10. I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?

    2 votes

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  11. Ability to split pages into columns on the document level.

    2 votes

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  12. Is it possible to have an auto scroll feature that would give the notary/presenter to control what documents the borrower/client/recipient are viewing? This would make it easier to go through a document package so that the recipient is on the exact same page as the notary/presenter versus telling them where they should be.

    2 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!

  13. 2 votes

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  14. Ability to change the location of the product image in the pricing table.

    2 votes

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  15. Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.

    2 votes

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  16. 2 votes

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  17. Ability to download eForm as PDF to share to other users.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. Process refund for subscription that has minimal usage.

    2 votes

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    Not Planned  ·  0 comments  ·  Other  ·  Admin →
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  19. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. 2 votes

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