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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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734 results found

  1. a way to lock certain content library items from people even being able to click into, etc

    4 votes

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  2. Ability to lock 🔐 block position without locking restrict editing

    18 votes

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  3. upload csv/excel as an editable content

    68 votes

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    Hi there! Thank you for submitting your idea. 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!

  4. The customer would like to have an expiration date separate for each signer. For example, if the first signer has to sign within a week because of company policy, and then there would be a second expiration date for the second signer.

    9 votes

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  5. It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.

    11 votes

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  6. support vidyard custom links (available on the Enterprise plan)

    1 vote

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  7. be able to add an invoice person to a signed Panda doc - often we do not have the invoice person contact info and the signer frequently does not know until after they sign

    2 votes

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  8. Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!

    11 votes

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  9. 2 votes

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  10. 5 votes

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  11. To have the image layout from EV1 to be available in EV2.

    4 votes

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  12. Quick view for pending documents needs to sign

    4 votes

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  13. PDF Download doesn't look the same as the user view. Page breaks, font size, color bleed aren't holding true.

    10 votes

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  14. 3 votes

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  15. ability to add adobe fonts

    17 votes

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  16. Ability to reveal hidden columns such as SKU’s, COST, TAX, after document has been completed by recipient. Not looking to be able to edit the document but rather just to view the hidden column information.

    20 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!

  17. once CLI is changed, it will change info in the documents where this CLI was added.

    1 vote

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  18. Justify tex properly, there is an option but it does not change anything within the text.

    6 votes

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  19. have an alternative if the signer dont have email can we use like mobile numbe

    1 vote

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  20. 8 votes

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