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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6930 results found

  1. ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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  2. When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.

    5 votes

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  3. Option to users access audit trail using link.

    5 votes

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  4. 5 votes

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  5. Ability to embed a 3D model.

    5 votes

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  6. I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?

    5 votes

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  7. Ability to undo a signature for one specific user instead of erasing the entire document.

    5 votes

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  8. Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  9. Would like the capability for a bundle to be sent upon a signed NDA.
    Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Ability to set conditions to bundle documents

    5 votes

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  11. Option to hide token/items from the template/document from specific recipients

    • will allow the user to hide tokens
    5 votes

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  12. Ability to select multiple pricing tables in zapier.

    5 votes

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  13. Ability to add a multiplier and apply it to both product price and hidden cost.

    5 votes

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  14. 5 votes

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  15. For example, if the customer has a numbered list go from 17.9 to 17.10 -- the text will be moved to the left a bit and the paragraph formatting will no longer be aligned.

    5 votes

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  16. The customer would like to be able to edit pricing table images from the catalog from within the document.

    5 votes

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  17. Ability to suggest edits to eForms.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. For example, the customer may add a variable, or update a current one, and would like the ability to not have to enter the information manually.

    5 votes

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  19. It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.

    5 votes

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  20. If we send a contract to be signed and the customer signs it as is, to automate the countersignature from our legal team. If no changes are made (no redlining), they don't need to see it.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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