Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to add varibles in columns that are not just plain text so that they can be multiplied.

    17 votes

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  2. Attach a PDF copy of a document to an email regardless of this document's status

    17 votes

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  3. Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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  4. Make PandaDoc QES compliant

    16 votes

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    0 comments  ·  Other  ·  Admin →
  5. 16 votes

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  6. The option to search from Documents tab by status and tag simultaneously.

    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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  7. Adding a watermark on the pages

    16 votes

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  8. Introduce more page sizes to the document editor:
    * American legal size paper - 8.5 x 14 inches
    * Tabloid size paper - 11 x 17 inches

    State your format in the comments!

    16 votes

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  9. 16 votes

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  10. Check box field : conditions where recipient can choose and check just 1 from all assigned check boxes

    15 votes

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  11. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    15 votes

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    1 comment  ·  Other  ·  Admin →
  12. I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    15 votes

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  13. 15 votes

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    2 comments  ·  Other  ·  Admin →
  14. Strengthen the security of your PandaDoc account by enabling multi-factor authentication. This will force account users to verify their logins with an extra code from SMS message or Google/MS authenticator.

    15 votes

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  15. Salesforce mapping of products into different pricing tables

    15 votes

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  16. 15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    15 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  18. Availability to edit a document after it was sent out and save the changes.

    14 votes

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  19. 14 votes

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