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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  2. create sub account for another user under the current active account and that user should not be able to view older documents signed

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
    Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
    There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Export all data from PandaDoc

    9 votes

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

    5 votes

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  6. Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.

    This would mean the ability to actually sign a check in PandaDoc for processing.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Looking for a data entry tool. Complex chart cataloging

    1 vote

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  8. 2 votes

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  9. Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    31 votes

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    Idea  ·  6 comments  ·  Other  ·  Admin →
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  10. Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  11. Add eyedropper to color picker in the Template and Document Editor for selecting font and background colors from logos and images

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. ability to enable multiple currencies on the dashboard

    21 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  13. Ability to sell create doc only feature

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Public comments are available by default (for now, private comments come by default).

    5 votes

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  15. Ability to allow someone else to sign a document if the original signer is out of office,

    16 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  16. 1 vote

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  17. PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. PDF upload improvements so the quality stays the same.

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Would like to have an option to set up logo for specific e-form not for the whole account/workspace

    1 vote

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  20. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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