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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6836 results found

  1. Notifications for several workspaces

    Notifications for several PandaDoc workspaces using MS Teams

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Grand total displayed for folders on the Documents list view

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Collaborative Dashboard

    A place where all workspace dashboards are available to view collaboratively

    1 vote

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  4. Pause document from receiving signatures

    Pause the document after 1 signer if you do not want other people to sign yet

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  5. auto create new regular page

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. display audit trail on e-sign certificate

    1 vote

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  7. Create documents only

    Ability to sell create doc only feature

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Docusign

    native ERP connection with Docusign

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Customize email format sent out via whitelableing

    PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Email tracking each time a document is being opened

    every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Signature Fraud Warning

    Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. recognize field tags with underlines. EV2

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Restricting sentences not the whole block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Receive the "completed by a recipient" notification when both the sender is a signer even when there's no signing order set.

    1 vote

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  15. Dropdown field: Image as option item

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. System Tokens Fill Automatically on Mobile Application

    Currently system tokens must be filled manually while using our mobile application.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  17. Create Documents in Mobile Application Without Assigning Roles

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  18. separate logo for every e-form

    Would like to have an option to set up logo for specific e-form not for the whole account/workspace

    1 vote

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  19. Ability to connect a Proprietary video platform

    integration with proprietary video platform

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. completed date for mobile app

    could you please fix date to show completed date as of when it was completed on mobile complete overview and not the date it was created

    1 vote

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