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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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4275 results found

  1. 26 votes

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  2. 26 votes

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  3. 26 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  4. option within forms to automatically forward someone to a provided URL after they submit the form

    26 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  5. It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.

    26 votes

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  6. Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    26 votes

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  7. For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)

    26 votes

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  8. Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    26 votes

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  9. display fields when downloaded (recipient view) without signature

    26 votes

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  10. add clickwrap as an additional safeguard for contract signing.

    26 votes

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  11. Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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  12. I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    26 votes

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  13. Option to use Profit and Margin app with Quote builder

    25 votes

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  14. Smart Content feature for Pricing table

    25 votes

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

    25 votes

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  16. Would like to change the default signature color for recipients from black to blue

    25 votes

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  17. ability (button) to download a PDF of a Form

    25 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  18. 25 votes

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  19. 25 votes

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  20. Add password protection to specific folders inside PandaDoc

    25 votes

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