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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7252 results found

  1. Filter documents by currency.

    1 vote

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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!

  2. Keep the template currency when creating documents from HubSpot.

    1 vote

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  3. I use templates quite frequently but need to edit the content by client and project. Sometimes what fits on one page runs into a new page which throws off how things look. I am very visual and write long, complicated proposals.

    It would be terrific if I could see more than one page at a time to see how changes impact the look of the proposal and also to understand the flow. Plus, it would be easier to move pages around. Using the left-hand side view to look at pages is very limiting if I need to move a slide…

    1 vote

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  4. Ability to select the field that the recipient will be taken to first.

    1 vote

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  5. I don't use 99% of the integrations available in workflows. It would be very helpful if a filter tool on the left side of the "Create a workflow" screen allowed me to choose which integrations I want to see workflows for. That way, I don't have to search for exactly what I want. A crude UI/UX example is attached.

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  6. When people add others to my team I would like the option to approve

    1 vote

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  7. 1 vote

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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!

  8. Prevent/ block recipients from screenshotting documents

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  9. Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.

    1 vote

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  10. Ability to not have the status change from viewed to Sent when people that are CC'ed open and view the document. Have the document change status from Sent to Viewed only when the Signer has opened and viewed the document.

    1 vote

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  11. DPP payment gateway (Deluxe Payments Platform (DPP)).

    1 vote

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  12. Ability to keep the template currency when importing products from Pipedrive.

    1 vote

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  13. Ability to set up multiple choice within the pricing table via API.

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  14. To be able to report on document rejection stats, examples:
    -which templates are being rejected
    -which creator
    -which approval step is it rejected at
    -how many times is the document rejected before approved

    And somewhere to view the rejection comments

    1 vote

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  15. Every document signed by a client or associate, will be uploaded to a CRM, in this case Nimble. This automation will save time on manually adding hundreds of files into nimble.

    1 vote

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  16. 1 vote

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  17. Set up the format for different currencies in the workspace settings

    1 vote

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  18. To show the company name in the report as we have some signers signing for multiple brands

    1 vote

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  19. Have the ability to edit the subject line when inviting a collaborator

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  20. Ability to adjust video links via API.

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