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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. The ability to set up permissions, so the internal account users couldn't download the documents created by other users but could view and a

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. misleading ads

    In short PandaDoc didn't confirm that I would be charged when I clicked the button. It just said that I would need to upgrade. I felt kinda shady or unethical.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. CC recipients should receive an original not completed document

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  4. AccuLynx

    integrate with AccuLynx

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Clone account Roles

    A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Ability for recipients to view each pages after clicking Start

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. dates

    The "Past Dates" and "Future Dates" options for the Date Field properties should not include the current date as an option for the user to select. For example, the Past Dates property for a Date of Birth should not allow the current date to be selected for the person(s) signing the document..

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Adyen

    Adyen integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Pass additional information to a form via a url parameter

    We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  10. Moneris

    Interested in using the Moneris payment option with PandaDoc

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  11. Pop-up warning for unresolved inline comments prior sending

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Upload a document option directly from contacts tab in EV2

    Upload a document option directly from contacts tab like in EV1

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Text formatting in a mobile app

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  14. Use variables in TOC

    Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. check size of files inside PandaDoc

    be able to check size of files inside PandaDoc (

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  16. A list of countries and regions where PD signature is legal and has a legal status

    1 vote

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  17. Allow Administrators to edit restricted sections in Templates

    Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Locating files shared with workspaces in the root folder

    1 vote

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  19. List documents

    List all the documents, which require client's/mine signature

    1 vote

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  20. Leave drop down widgets unassigned after filling them out, when creating a new document

    When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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