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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 10 votes

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  2. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    10 votes

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  3. 10 votes

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    0 comments  ·  API  ·  Admin →
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  4. Add an option to match layout of the uploaded file to pages in PandaDoc

    10 votes

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  5. 10 votes

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    2 comments  ·  Forms  ·  Admin →
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  6. track edits feature in the document like in MS word or google docs

    10 votes

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  7. 10 votes

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  8. 10 votes

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  9. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    10 votes

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    2 comments  ·  Other  ·  Admin →
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  10. resend sent documents via API / For example, let's say the document is sent for signature and one of the signers deletes the email, how can I have that email sent again?

    10 votes

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    1 comment  ·  API  ·  Admin →
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  11. Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.

    10 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. allow recipients to choose a payment method

    10 votes

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  13. 10 votes

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  14. On page breaks, content moved to next page is too close to the header looking terrible.

    10 votes

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  15. Completed document being sent to a placeholder of a new document

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

  16. 10 votes

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  17. Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    10 votes

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  18. To be able to separate the webhook trigger for completed and expired documents.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic

    10 votes

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  20. 10 votes

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