Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    19 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  2. Ability to share whole folder to another workspace

    19 votes

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  3. how do i enable recipients to add comments against document content fro response back?

    18 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  4. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)

    18 votes

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  5. Ability to change the color of the field

    18 votes

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  6. limit which templates / template folders a user can access

    18 votes

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  7. Ability to preview the document as the cusotmer would see it outside of PandaDoc

    18 votes

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  8. 18 votes

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  9. 18 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  10. 18 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  11. 17 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
  12. Have an option to change timezone of the application to AEST.

    17 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
  13. 17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  14. Allow for information put into fields to be exported as a CSV or Excel file.

    17 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  15. The ability to have custom fonts outside of Google fonts in EV2.

    16 votes

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  16. when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    16 votes

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    • Block the fields from the recipients so they are not able to put text in.

    • Ability to change design of the embedded template popup

    16 votes

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  17. Integration similar to Salesforce but for Salesforce CPQ

    16 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. Set client's default email subject (instead of X has sent you the document).

    16 votes

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  19. From client:
    I have a question on if PandaDoc templates have a certain type of functionality.
    Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.

    The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
    Appreciate any feedback you have on this one.

    15 votes

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