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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7271 results found

  1. 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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  2. Integrate or Sync with GloFox

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  3. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. 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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  5. 1 vote

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

    1 vote

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

    1 vote

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  8. Ability to have an auto fill signature button.

    1 vote

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  9. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. 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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  11. Have an option for technical support people who do not require licenses. Have the ability to add and remove, and change users.

    1 vote

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  12. There is an employee and supervisor when the admin send a timesheet to the employee he/she should look into the timesheet and can edit it if needed. Once he is done with the timesheet, it should route to the supervisor, he'll check and give approval/decline, which should be notified to the employee like the timesheet is Approved/Denied.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  13. 1 vote

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  14. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. To have a native "read aloud" feature which reads everything on the document

    1 vote

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  16. Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).

    1 vote

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  17. Do not create a document with responses in case a recipient does not complete a form

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  18. Ability to receive notification emails for documents that await your signature (in the inbox).

    Specifically, an email that says how many documents are awaiting your signature, how many you have signed, links to those documents that need signed (if possible).

    1 vote

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  19. Option to add automatically label for fields (next to them).

    1 vote

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  20. Add document uuid to the PDF downloaded.

    1 vote

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