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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7423 results found

  1. PandaDoc mobile app and Monday CRM mobile app integration.

    PandaDoc mobile app and Monday CRM mobile app integration.

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Improve signature forwarding

    Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.

    8 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. Allow one zap to work with multiple templates

    I want to set up a zap based on a trigger which include multiple templates

    so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. automatically change document status to Completed

    automatically change document status to Completed

    8 votes

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    3 comments  ·  Automations  ·  Admin →
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  5. allow to reshuffle docs in bundles

    right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Decimal places applied on pricing table variables

    After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    8 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Version history for completed documents

    After a contract has been signed, I'd like to be able to go back and look at prior versions of it -- ie, view the version prior to the final revision that was signed

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Optional Template Roles

    Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    8 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
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  9. Option on Mobile App to add Blocks

    Option on Mobile App to add Blocks

    8 votes

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    1 comment  ·  Mobile  ·  Admin →
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  10. Improve auto save feature

    A customer observed that PandaDoc auto-saves only when a new area of the document is selected. It would be helpful to have auto-save after (nearly) every keystroke, similar to GoogleDocs.

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Custom Fonts for each Heading

    Ability to set default font for each heading

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Ability to arrange and set a header and a footer that will be applied for each newly created template.

    Ability to arrange and set a header and a footer that will be applied for each newly created template.

    8 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  13. Workspace details via API

    to get the pandadoc workspace from any api

    8 votes

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    0 comments  ·  API  ·  Admin →
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  14. Mark documents as read/App

    Mark documents as read in the app to stop getting irrelevant notifications

    8 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Ability to choose the language according to the recipient.

    Ability to choose the language according to the recipient.

    8 votes

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    2 comments  ·  Localization  ·  Admin →
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  16. Mass update / Edit template Roles and emails assigned to roles in bulk

    8 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  17. Reminders that can be sent to non-signers

    Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    8 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. view/access the document after expiration

    Recipient should be able to still view the document after expiration

    8 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Search by tags via search bar exactly

    Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Delete the catalog in one click

    Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one

    8 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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