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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7116 results found

  1. Ability to remove "Client" as a default addition to new templates

    Would like the ability to remove the default "Client" role from new templates.

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Disable a PDF copy for the signed form

    Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. drag and drop series of checkboxes

    drag and drop series of checkboxes

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. fields within rows should not shift while removing rows from the table

    fields should not shift while removing rows from the table

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Compile documents of merged HubSpot objects

    When merging two HubSpot objects (B to A), the PandaDoc Document links are lost and never merged into object A.

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Conditional Variables

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. The ability to resend a declined document without having to edit and put into draft status.

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. advanced search tool

    ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Search field for contacts available without clicking magnifying glass

    When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Download / export or share Audit Trail via link

    Option to users access audit trail using link.

    5 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  11. ability to add two or more tokens to one merge field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  12. Ability to embed a 3D model.

    Ability to embed a 3D model.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  13. automatically set document sender: conditional document sender

    I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Undo signature

    Ability to undo a signature for one specific user instead of erasing the entire document.

    5 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  15. Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place

    Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  16. Document Bundling - completed document triggers bundle send to same recipient(s)

    Would like the capability for a bundle to be sent upon a signed NDA.
    Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. Conditionally Bundle Documents

    Ability to set conditions to bundle documents

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Option to hide token/items from the template/document from specific recipients

    Option to hide token/items from the template/document from specific recipients

    • will allow the user to hide tokens
    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Ability to select multiple pricing tables in zapier.

    Ability to select multiple pricing tables in zapier.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, 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!

  20. Ability to add a multiplier and apply it to both product price and hidden cost.

    Ability to add a multiplier and apply it to both product price and hidden cost.

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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