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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4275 results found

  1. The ability to change the name of the workspace

    26 votes

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    Idea  ·  6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Disable expiration time [Workaround in comments]

    disable expiration time

    26 votes

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    Idea  ·  4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Request for proposal (RFP) / RFP Response Capabilities

    26 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  4. form redirect

    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. Admin dashboard -- Overview all users / Manage all Users at once for all workspaces

    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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    Idea  ·  6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Transfer / swap user licenses from one user to another

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

    26 votes

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    Idea  ·  3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Update role variables

    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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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Option to have a recipient to sign the document and forward it to another signer with saved field values

    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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    Idea  ·  3 comments  ·  Recipient Experience  ·  Admin →
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  9. Show / keep fields when document is downloaded in PDF so the recipient can sign on paper

    display fields when downloaded (recipient view) without signature

    26 votes

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    Idea  ·  7 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Add clickwrap as an additional safeguard for contract signing: Terms & Conditions Feature

    add clickwrap as an additional safeguard for contract signing.

    26 votes

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    Idea  ·  1 comment  ·  Security & Compliance  ·  Admin →
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  11. Company Stamp Function

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

    26 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Let the customer select optional items in pricing tables without assigning a field

    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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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  13. Quote builder: profit and margin

    Option to use Profit and Margin app with Quote builder

    25 votes

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    0 comments  ·  CPQ - Quote Builder  ·  Admin →
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  14. Smart Content based on Pricing table values

    Smart Content feature for Pricing table

    25 votes

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    5 comments  ·  CPQ - Pricing Table  ·  Admin →
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  15. Import Folder to Content Library: upload multiple files to content library

    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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    5 comments  ·  Templates & Libraries  ·  Admin →
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  16. Change Default Signature Color

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

    25 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  17. ability (button) to download a PDF of a Form

    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. Edit items in dropdown field (option to edit the text in the dropdown item)

    25 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. Accessibility: Make PandaDoc disabled accessible

    Accessibility in PandaDoc

    25 votes

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    Idea  ·  6 comments  ·  Usability Improvements  ·  Admin →
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  20. Folders password protection

    Add password protection to specific folders inside PandaDoc

    25 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Admin →
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