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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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5391 results found

  1. Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. copy paste specific rows or columns of a table block

    2 votes

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  3. The ability to edit the form recipients (if assigned) without un-publishing the form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Ability to adjust resolution version when download documents in as PDF to make the size smaller.

    2 votes

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  5. there should be an option to clear the chat messages on a sent document

    2 votes

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    0 comments  ·  Other  ·  Admin →
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    • Will allow the user to get log about the changes or update on contacts.
    2 votes

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  6. 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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  7. 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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  8. Customer would like to disable the pricing table's capability to calculate

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients

    2 votes

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  10. Customer would like the notification sent by PandaDoc to be redirected to a different email not on the creator of the document

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. 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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  12. 2 votes

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  13. 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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  14. 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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  15. It would be really useful to require one field or another to be completed, but not both.

    An example is on a W-9 we need to have the signer complete either the SSN or EIN fields. We cannot create logic that says "if SSN empty, require EIN" or "if EIN empty, require SSN", but in effect that is what is needed.

    2 votes

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  16. 2 votes

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    0 comments  ·  API  ·  Admin →
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  17. 2 votes

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    0 comments  ·  API  ·  Admin →
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  18. option to delete pages and insert page breaks using the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  19. Ability to resize and move the editor toolbar

    2 votes

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