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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6696 results found

  1. Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.

    1 vote

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  2. 1 vote

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    • Will allow the user to upload and view stamp in the mobile App
    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  3. Allow a user not part of the workspace to get notification of approval.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  4. 1 vote

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  5. Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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  6. I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  7. Ability to autocorrect a letter throughout the document.

    (MS Word Autocorrect feature).

    1 vote

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  8. 1 vote

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  9. It would be great if videos in presentations could be 1) embedded when a presentation is uploaded OR 2) using a screenshot cover with a hyperlink, when clicked, it pops up on the screen. Right now, the big issue I have is the lack of design available in building in Panda Doc. I uploaded a designed presentation and then the issue was getting the videos to appear right and match the formatting. It ultimately had me driven to a competitor (DocSend).

    1 vote

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  10. The ability to export or import data from all documents with a certain tag. For example, the ability to export payment data from all documents with a Done tag.

    1 vote

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  11. ability to upload files in .ANX format.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Option to restrict access of document without deleting it using API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. Would be useful to have the option to send the form responses CSV file to another user in the organization, including the option to send responses from the past 24 hours.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  14. Have a template that can be scaled down or up based on the number of signers. Basically, I would like to be able to use ONE template to send to signers and I can customize how many signers there needs to be

    1 vote

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  15. 1 vote

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  16. automatically add the document owner signature to a document when it is completed by other recipients

    https://pandadoc.zendesk.com/agent/tickets/466863

    1 vote

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  17. 1 vote

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  18. As the Admin/Owner, Enterprise account I access this list often. In the Admin Panel: Workspaces - Give option for a dynamic list view of all workspaces. The current view is manual and cumbersome to scroll through when searching through my over 100 workspaces. Giving the ability to filter/sort and add columns in the list view with information about the workspace (e.g., Active users, pending invites, roles activated, etc.).
    And while seeing the logo for each workspace on this screen is a nice to have, if it was an incorrect logo or needed to be updated I couldn't do anything from…

    1 vote

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  19. 1 vote

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