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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6602 results found

  1. add attachments for manually completed documents for ev2

    Automatically add the attachments to the manually completed docs
    Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  2. Zoho time zone localization

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. See other CC'd

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Email message display

    Make the email message box display bigger/wider.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Formatting custom field, specifically field value, when adding products to the pricing table from the catalog.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Ability to Pass Metadata from Content Library to Document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Differentiate between internal and external signer

    Our contracts are being signed by our clients as well as our management. We would like to be able to differentiate between the internal and external recipients/signers with an additional document status and individual messages for each recipient.

    1 vote

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  8. UGAP reference

    UGAP reference needed

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Adobe E-sign

    wants to sign completed docs with adobe esign

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. stop the email/reminders on the recipient's end

    stop the email/reminders on the recipient's end

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. JazzHR

    Integration with JazzHR

    1 vote

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  12. Send document download to other party

    A feature to add users who may need to download a completed document that aren't in the signing or sender parties.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. We need to customize the completed document when downloaded it can be with or without footer

    We need to customize the completed document when downloaded it can be with or without footer

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Fontawesome icons

    Ability to add the Fontawesome icons to documents/template

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  15. separate view for company details

    Should be a separate tab with my company info, name and VAT number
    in settings there is not a section for my company at all

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Allow reporting to be viewed by all members of team

    Add an option so that all members of the workspace (not just managers) can access reporting.

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Only checked items in Pricing table to be passed to Xero invoice (Zapier)

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. eForms external link

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  19. Reduce steps to "Upload New Document" after the first one.

    Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
    I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Remove the document creator name in the document

    Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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