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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3833 results found

  1. Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    47 votes

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  2. Ability to add a specific expiration date for several documents at the same time

    36 votes

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  3. Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.

    35 votes

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  4. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    34 votes

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    2 comments  ·  Other  ·  Admin →
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  5. Be able to customize branding for forms (for example change color of button "review document" )

    34 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  6. Folder organization for Forms.

    33 votes

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    Idea  ·  6 comments  ·  Forms  ·  Admin →
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  7. Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.

    32 votes

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    5 comments  ·  Approvals  ·  Admin →
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  8. Make it easier to copy formatting of text, etc. within the document with a format painter button like in MS Office.

    32 votes

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  9. OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    32 votes

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  10. 31 votes

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  11. 31 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  12. Working TOC in PDF files (after downloading).

    31 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    30 votes

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  14. 30 votes

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  15. Tokens cross-object population for Salesforce.

    30 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. 29 votes

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  17. Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    29 votes

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  18. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    29 votes

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    Idea  ·  5 comments  ·  Approvals  ·  Admin →
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  19. 29 votes

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  20. 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)

    29 votes

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