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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7193 results found

  1. Interchange between native PandaDoc redlining and Word redlining

    Have the ability during the redlining process to use PandaDoc in-app redlining or Word interchangeably. Right now, they have to choose either redline with PandaDoc or with Word from the beginning and stick to that for the entire redlining process for that document.

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  2. AES (Advanced electronic signature)

    7 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  3. Payment Gateway: Integrate with NMI

    Requesting an integration with NMI as a payment gateway.

    7 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  4. Ability to change email background color

    Ability to change the background color of the email received by the recipient

    7 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Option to delete pages for conditional content on a document level

    Option to delete pages for conditional (smart) content on a document level

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Ability to remove a signer after document has been sent

    Ability to remove a signer after the document has been sent

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Make all fields required in single click

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Dynamically populate data in a pricing table

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Add footer and page background to content library items

    My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  10. Ability to populate variables with fields' values.

    Ability to populate variables with fields' values.

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  11. Template: Trash Bin

    Ability to restore templates

    7 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  12. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    Ability to change PandaDoc icon in email (not workspace logo/profile image).

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  13. send 1 email with all of the signers in the "To" field and email address in the "CC" field of the same email

    The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients.  In your app, I chose my email address as a "CC".  In any email system, there is a "To" field and a "CC" field.  What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Ability to restrict/lock field editing and placement on templates/ documents

    Ability to restrict field editing and placement on templates/ documents

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. Conditional formulas in Pricing Table

    Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Track Negative Revenue Reporting Without Deleting The Document

    We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  17. Emails sent from PandaDoc to be copied into HubSpot

    It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.

    7 votes

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    5 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Ability to add signature to a completed document

    Ability to add signers to a completed document (countersign a completed document)

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  19. Option to switch off "Collaborator requests access" notification for Admin users

    Option to switch off "Collaborator requests access" notification for Admin users.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Able to search for the documents of a deleted user in the documents tab by 'Owner' filter

    detect the documents of the deleted user in the document filter owner

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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