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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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7161 results found

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

    7 votes

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  2. Ability to remove a signer after the document has been sent

    7 votes

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  3. 7 votes

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  4. 7 votes

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  5. 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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  6. Ability to populate variables with fields' values.

    7 votes

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  7. Ability to restore templates

    7 votes

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  8. 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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  9. 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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  10. Ability to restrict field editing and placement on templates/ documents

    7 votes

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  11. 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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  12. 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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  13. It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.

    7 votes

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

    7 votes

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

    7 votes

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

    7 votes

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  17. Disable default roles from the workspace admin page so custom roles can't be created from them.

    7 votes

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  18. We have a list of people who approve documents, but we want to be able to see the data on the approvers.

    For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.

    We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.

    This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.

    We also have monthly meetings and provide an update to the team on…

    7 votes

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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!

  19. To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    7 votes

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  20. 7 votes

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