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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7636 results found

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

    13 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  2. Advance reporting to show total time viewed on each document.

    13 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  3. Edit the templates via mobile app.

    13 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  4. 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.

    13 votes

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  5. Disable Finish option (when completing the document).

    13 votes

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  6. In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)

    13 votes

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  8. Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).

    13 votes

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  9. change orientation for uploaded template

    13 votes

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  10. 13 votes

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  11. The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.

    12 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Smart content: ability to add into the footer

    12 votes

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  13. Ability to Integrate Rooms with Salesforce

    12 votes

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    0 comments  ·  Rooms  ·  Admin →
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  14. 12 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!

  15. Being able to share more than one content library item across workspaces

    12 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. Access to the Template Gallery in the EU domain/server

    12 votes

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  17. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Being able to bundle documents on the mobile app so users can work out of PandaDoc on an iPad and still be able to bundle if their workflow happens outside of the office (remotely working, etc).

    12 votes

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    0 comments  ·  Mobile  ·  Admin →
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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!

  19. Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.

    12 votes

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  20. It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
    Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.

    • specifically to select fields...not all fields.
    12 votes

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