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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7160 results found

  1. ability to add custom bill value and delete pages/blocks for a document via mobile app

    6 votes

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    0 comments  ·  Mobile  ·  Admin →
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  2. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  3. Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.

    6 votes

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  4. Ability to use Embed JS SDK using Pass-though authentication. Giving webapps the ability to allow for their users to create templates without being PandaDcc Users.

    6 votes

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  5. 6 votes

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  6. 6 votes

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  7. when bulk downloading documents save them as PDF, not in ZIP file

    6 votes

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  8. move one team member from one workspace to another

    6 votes

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  9. ability to turn off the ReCAPTCHA on forms

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  10. Notification Product Catalog Import

    6 votes

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  11. Customer would like to be able to integrate the payment gateway with their proprietary payment processor.

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Conditional approval based on the type of line item.

    6 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  13. Justify tex properly, there is an option but it does not change anything within the text.

    6 votes

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  14. Pricing Table Integration: Ability to automatically pull products from data merge as optional

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. The ability to transfer data from multiple documents to a new document.

    6 votes

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  16. Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required

    6 votes

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  17. Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)

    I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!

    6 votes

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  19. Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    6 votes

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  20. Ability to use two different signatures for the same person (for example draw and type)

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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