Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Ability to arrange and set a header and a footer that will be applied for each newly created template.

    2 votes

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  3. National insurance numbers (NINo) should appear in the following combination of letters and numbers - two letters, six numbers, one letter. For example: QQ 123456 C.

    1 vote

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  4. 1 vote

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  5. would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section

    1 vote

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  6. should be possible to create red bullets and have black text following?

    2 votes

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  7. Hey Team,
    Although the Microsoft Editor extension for Google Chrome works in Pandadoc, when accepting the suggestion, it moves the paragraph up to the top of the text box.
    Would be great it accepted the change and didn't move it.
    A get around, for now, is to self-type the suggestion.

    Hope this is not just me with the issue.

    Thanks :)

    0 votes

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  8. When the document is forwarded and the forwarded recipient is not a PandaDoc contact, the recipient is prompted to sign with their email address instead of their name. We'd like it to prompt and require their full Name instead of email address.

    1 vote

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  9. 3 votes

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  10. They use Publisher to design documents in a magazine style. Having this feature would simplify their workflow by building and sending within Pandadoc.

    1 vote

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  11. 1 vote

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  12. Ability to customize document status for CRM or other usage

    4 votes

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  13. Let's say you have 5 optional items in the pricing table, A,B,C,D,E. Items B and D are ticked before the document is sent. Client ticks, let's say, option D, after they receive the document. When you edit a document via the "Edit document" button in "Actions" to update and resend ithe document later you have only items B and D checked

    1 vote

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  14. Option on checkbox field to allow a recipient to choose only one checkbox if required.

    3 votes

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  15. Ability to change the color, hide, and design the checkbox to an extent

    2 votes

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  16. The only option as of now would be to either have the font size about 18 so you can adjust the line spacing, or adjust the font to below 18 and the line spacing cannot be changed.
    We need to have the option of adjusting line spacing even the font size is less than 18.

    1 vote

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  17. In addition to adding a sequence number. We can also have the option to choose a file name via the First Name LastName variable.

    This will make it easier to sort forms based on the Signer Name.

    1 vote

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  18. I wish I could create a doc with 2 signatures but have only 1 signer completed all required fields without allocating them, so one signer can complete fields, then both sign

    1 vote

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  19. When a legal or finance team member edits the document without being a collaborator and then send/approve after the edit is made they become the owner of the document and get the notifications, the document is coming from them, etc.

    Document should always stay with the person who created it regardless of who made edits or sent for approvals.

    1 vote

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  20. If Panda Doc could do a calculation. Our pricing table we add to this document calculates the total value dynamically so our customers can choose options so we can't do a manual update.
    I was hoping we could use a function like [document.value/0.5]
    The deposit values and document values need to be dynamic.

    1 vote

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