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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6836 results found

  1. Option to keep document linked in case Deal ID changes

    1 vote

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  2. The option to forward a document/signature without knowing the email address of the recipient to whom the document is being forwarded - for instance via a link.

    1 vote

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  3. I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
    If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
    That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders

    1 vote

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  4. Ability to disable who has viewed the document: ensure the account owner see all documents without the users knowing they were there (example on latest activity)

    1 vote

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  5. Ability to enable silent flag in Zoho (Notifications)

    1 vote

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  6. We are seeing some issues with people sending payment requests with no Payment setting turned on.

    Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”

    1 vote

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  7. Ability to merge document in bundles.

    1 vote

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  8. option to modify or delete commission number in Notary Stamp

    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!

  9. The option to set up column mapping in the quote builder - similarly to pricing table.

    1 vote

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  10. The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
    For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.

    1 vote

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  11. Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.

    Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.

    Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document

    1 vote

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  12. Integrate or Sync with GloFox

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  13. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. Current setting is for the title of the Table of Contents to pull from the Document title. The table of contents title should say Table of Contents or be editable.

    1 vote

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  15. 1 vote

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  16. Option to setup formatting for date field that includes hours and minutes

    1 vote

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  17. Ability to sign more than 1 page with signature field in one go or click.

    1 vote

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  18. Ability to have an auto fill signature button.

    1 vote

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  19. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. I would love to have PandaDoc integrated with Quick-base/YSL where we upload all our docs so they can be uploaded automatically instead of sitting and downloading and uploading many docs each day. it would save tons of time and is much more 2023 style

    1 vote

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