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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6435 results found

  1. Improve the codes in (JavaScript Form Embed (Editor 2.0 only) Make it more standardize.

    Improvement in Codes (specific characters )

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Ability to assign a complete status to a document (automatically) without sending.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Allow users to be able to embed a mobile-first e-signature experience into their own app

    2 votes

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    1 comment  ·  Mobile  ·  Admin →
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  4. Customer would like to disable the pricing table's capability to calculate

    2 votes

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  5. 2 votes

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  6. Please allow us to move documents to a different workspace OR mark them as confidential. I have new employees coming in that need to work in the main workspace but should not have visibility to existing documents like employee agreements, company financials, certain contracts, etc.

    I need a better way to partition documents to maintain confidentiality.

    2 votes

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  7. Ability to not use a pricing table or a quote builder when adding a document value.

    2 votes

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  8. 2 votes

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    0 comments  ·  API  ·  Admin →
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  9. Automating the process of adding yourself (the account holder/ sender) as the CC so you can have a record of the email that was sent for record-keeping purposes. I am aware you can do this in templates by assigning this to a role, but this functionality isn't present for sending singular documents at a time.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. To move documents to a specific folder based on document status and roles so that I can establish views and authorization by folder within Pandadoc

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. 2 votes

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  12. restrict the user to view the second document if they haven't completed the fields on the 1st document

    2 votes

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  13. support Wordpress video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    2 votes

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  14. automations for Xero

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. 2 votes

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  16. ability to provide tally for Forms if used as a Survey

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.

    2 votes

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  18. When a document is declined by one recipient, all other recipients should still be able to access the document.

    2 votes

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  19. We need to use exclusively PAdES or CAdES signature formats

    2 votes

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  20. Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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