Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Prefill fields on the form when it opens.

    4 votes

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  3. Public comments are available by default (for now, private comments come by default).

    4 votes

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  4. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    5 votes

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  5. 1 vote

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  6. 1 vote

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  7. I often find myself viewing a document through another application (e.g., opening an email link or using the Chrome extension from Gmail or Copper) and then needing to work on it in the PandaDoc application - but to do that, I have to open a new tab, login, and find the document. These extra steps are tedious (and can take awhile on weak internet connections), and it seems very unnecessary. Thanks for considering this!

    1 vote

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  8. Seem like you've overlooked styling for dark mode in the Teams integration. Just been trying it out today, but the display could really do with some attention as shown in the screenshot attached.

    1 vote

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  9. Government firewalls are very strict and does not pass PD docs.

    1 vote

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  10. don't wanna store data on Amazon servers.

    1 vote

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  11. require AODA compliance

    1 vote

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  12. Make PandaDoc QES compliant

    31 votes

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  13. Compatibility with external signature pads i.e. topaz signature pad

    3 votes

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  14. When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.

    3 votes

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  15. 1 vote

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  16. CRA Canadian revenue association that requires special compliance

    1 vote

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  17. ACPR (Autorité de Contrôle Prudentiel et de Résolution (ACPR) is the independent administrative authority responsible for monitoring the conduct of financial institutions in France. Apparently in this case it determined that PD security solution is not strong enough

    1 vote

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  18. They are looking for a solution with payments built in

    1 vote

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  19. Allow phone numbers in the pop up that appears when a form is opened

    1 vote

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  20. For example -- an individual would like a colleague to review a document (but not have to approve it for it to be sent out) who is not in the workspace and does not have a PandaDoc account.

    1 vote

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