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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4109 results found

  1. Folder organization for Forms.

    30 votes

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    Idea  ·  5 comments  ·  Forms  ·  Admin →
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  2. Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    30 votes

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  3. Pushing SKU from Hubspot to PandaDoc.

    30 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  4. Attach a PDF copy of a document to an email regardless of this document's status

    30 votes

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  5. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

    29 votes

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  6. Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    29 votes

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  7. 29 votes

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    1 comment  ·  Approvals  ·  Admin →
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  8. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    29 votes

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  9. 29 votes

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  10. When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".

    28 votes

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  11. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    28 votes

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  12. Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    28 votes

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  13. When some, but not all, of the recipients have signed a document. It would be great to be able to close the document (no more signatures allowed), and download the document with the signatures thus far AND have a certificate for those that have signed. This would enable a document to be completed without having all of the required fields completed, allowing for alternative methods or dates for signatures, or even electing a new recipient to replace the ones that didn't sign the first time. This ensures those that have signed will not have to sign the document again, saving…

    28 votes

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    2 comments  ·  Other  ·  Admin →
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  14. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    28 votes

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  15. It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.

    28 votes

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  16. 28 votes

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  17. Add password protection to specific folders inside PandaDoc

    28 votes

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  18. An option to save custom variables / tokens to be used across templates.

    28 votes

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  19. Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.

    28 votes

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  20. Tokens cross-object population for Salesforce.

    28 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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