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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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7423 results found

  1. Ability to populate variables with fields' values.

    7 votes

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  2. Resend document to approver/ "ping" or notify approver or send a reminder to approve the document

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  3. Ability to share a document link with non-recipients

    7 votes

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  4. Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

    7 votes

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  5. 7 votes

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    0 comments  ·  Other  ·  Admin →
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  6. 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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  7. Ability to restrict field editing and placement on templates/ documents

    7 votes

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

    7 votes

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

    7 votes

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

    7 votes

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

    7 votes

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  13. Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.

    7 votes

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  14. disable the ability for the recipient to decline a document

    7 votes

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  15. 7 votes

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  16. Allow the owner of a document to select who can view the document regardless if they have Admin access.

    7 votes

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  17. Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    7 votes

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  18. PandaDoc Notary via PandaDoc mobile app

    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. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    7 votes

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  20. Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document

    7 votes

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