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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7539 results found

  1. ability to scan template layouts that were previously uploaded with the same file and apply it to newly uploaded templates

    2 votes

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  2. Would like the ability to add the signature and date at the same time

    2 votes

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  3. After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.

    2 votes

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  4. Ability to assign approvers for different teams. If there are multiple sets of approvers for different teams, and they need the ability to suggest edits as an approver in documents. Currently, if someone makes a comment, the author has to go in, reopen the document, make the edits, and then there's no tracking that edit was made

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. Ability to choose on the template level which pricing table defaults as the document value

    2 votes

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  6. Ability to pass recipient job title (add title to the recipients mapping)

    2 votes

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  7. 2 votes

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  8. Settings to enable the removal of blank pages on sent documents.

    2 votes

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  9. Automations: Paid status aside from Completed and Sent statuses.

    2 votes

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  10. Option to select the owner of the activity in Documents Activity Trigger in Salesforce (change the "Note Owner" or "Created by" field in the Notes object). Any Notes added to the Opportunity from any document should be created by the user sending out the Document.

    2 votes

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  11. My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. When a user duplicates a template with automations in the workflow, the automations do not duplicate. It would increase adoption to have the option to duplicate the automation workflow when you duplicate the template.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel

    2 votes

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  14. 2 votes

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  15. Ability to mass delete product images in the catalog without deleting the products

    2 votes

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  16. Need ability to have a field on a contract left unassigned so that at the moment of signature the field can be filled in by either the RECIPIENT or the SENDER without having to choose beforehand.

    2 votes

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  17. Customer would like to have the feature to Request for Quotation RFQ from their clients

    2 votes

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  18. possibility of having the fields automatically relocate to the correct position when a new row is added

    2 votes

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  19. Option to keep the field empty in PandaDoc document in case there is no value to pass. For now, in case the mapped value is available, it will be passed to the field in PandaDoc document. If there is no value, it will appear as "undefined".

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. 2 votes

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