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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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2912 results found

  1. Will allow the sender to disable notification send to CCed recipients

    10 votes

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  2. 10 votes

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  3. 10 votes

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  4. be able to download a report of recipients who haven’t signed or signed the documents

    10 votes

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  5. To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    10 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    10 votes

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  7. Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    10 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!

  8. Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts

    10 votes

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  9. Push Tax from Hubspot to PandaDoc

    10 votes

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  10. fillable fields for internal use only - hide fields from customers or recipients

    10 votes

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  11. Be able to use smart content on cover pages.

    10 votes

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  12. 10 votes

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  13. Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    10 votes

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  14. Use images in saved messages

    10 votes

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  15. It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    10 votes

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  16. Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  17. 10 votes

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    2 comments  ·  Approvals  ·  Admin →
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  18. 10 votes

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  19. 10 votes

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  20. currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    10 votes

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    0 comments  ·  Other  ·  Admin →
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