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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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319 results found

  1. Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.

    2 votes

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  2. Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)

    1 vote

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  3. 6 votes

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  4. 36 votes

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  5. Option to update document currency via variable

    3 votes

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  6. Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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  7. To set up a default value in the field

    2 votes

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  8. Make the next button more clear when completing fields and signing the document

    14 votes

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  9. 5 votes

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  10. SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    24 votes

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  11. 4 votes

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  12. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    6 votes

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  13. I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.

    About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…

    5 votes

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  14. 2 votes

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  15. 1 vote

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  16. 2 votes

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  17. For example -- the field tags recognition and auto-place PDF fields.

    2 votes

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  18. 1 vote

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  19. 1 vote

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  20. In case the signature is put in the draft document, it should disappear if the duplicate is created..

    If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.

    3 votes

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