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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6799 results found

  1. The ability to download a Form as an Excel file

    9 votes

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    2 comments  ·  Forms  ·  Admin →
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  2. 9 votes

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  3. Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. The integration still doesn’t show the Amex logo

    9 votes

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  5. I'd like to press one button to group pricing tables by "Product" or by columns/fields.

    For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.

    9 votes

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  6. copy and paste the tables and pricing tables from PandaDoc to a word/excel files without downloading the PandaDoc document as a word file.

    9 votes

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  7. Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes

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  8. Add Saved messages feature on mobile app

    9 votes

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    1 comment  ·  Mobile  ·  Admin →
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  9. 9 votes

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  10. 9 votes

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  11. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.

    9 votes

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    1 comment  ·  API  ·  Admin →
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  12. list report of who downloaded the document or list report about the downloaded documents of a user

    9 votes

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  13. Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    9 votes

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  14. Conditional feature for fields that will prompt the signer to choose if required or not required,

    9 votes

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  15. 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.

    9 votes

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    0 comments  ·  Approvals  ·  Admin →
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  16. 9 votes

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  17. Option to hide the pricing table on specific recipient.

    • Will allow the sender/user to hide the pricing table to a specific recipient.
    9 votes

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  18. Documents in a bundle should be capable of being re-ordered.

    9 votes

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  19. Identify which documents are still waiting to be signed and email it as a report automatically

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. the default pricing table columns should work in the similar way as the cost column
    so you can set up it in the way so it will disappear automically and won't be visible to recipients

    9 votes

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