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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7567 results found

  1. Please add the feature where you can set a date field to X BUSINESS days after the signing date. Right now it adds that number of days but we need the ability to exclude weekends and holidays.

    Thanks!

    10 votes

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  2. Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.

    This request is for the image to update correctly - even if the file has the same name.

    10 votes

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    0 comments  ·  Other  ·  Admin →
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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!

  3. Option for recipient to approve or decline the document from the email they receive

    10 votes

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  4. Ability to change each individual background color for quote builder

    10 votes

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  5. Automatically apply sender signature upon sending

    10 votes

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  6. By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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  7. Customer would like to have an option to share folder containing document to a specific user only

    10 votes

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  8. It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.

    This would help with understanding the use case when connecting with the user for feedback.

    More importantly it would help build a QBR based on the use case to steer behaviors.

    Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.

    10 votes

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  9. Ability to create different contacts with the same email address (shared email address)

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  10. Will allow the sender to disable notification send to CCed recipients

    10 votes

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  11. 10 votes

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  12. Ability to duplicate multiple fields at once

    10 votes

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  13. A feature that provides statistics on usage and which templates/documents each content library item has been used in.

    10 votes

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  14. 10 votes

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  15. be able to download a report of recipients who haven’t signed or signed the documents

    10 votes

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  16. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    10 votes

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  17. Push Tax from Hubspot to PandaDoc

    10 votes

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  18. fillable fields for internal use only - hide fields from customers or recipients

    10 votes

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  19. Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    10 votes

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  20. 10 votes

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