Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Improvements for Catalog, Pricing table, etc.

    69 votes

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  2. extend the expiration time of a document once it has become expired

    50 votes

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  3. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    39 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  4. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    68 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  5. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    65 votes

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  6. Customize the Forms pop-up message that is visible when accessing a form from a website.

    20 votes

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  7. if a recepient selects ACH payment -> then he needs to fill in these fields;
    if a recepient selects CC payment -> then he needs to fill in those fields

    radio buttons with conditional logic

    301 votes

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  8. Once a document is created via the API, it is impossible to alter an email address tied to a recipient. In our use cases, it is completely possible that initial email addresses at the time the document is created, have changed before given recipients get around to signing the document.

    8 votes

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    0 comments  ·  API  ·  Admin →
  9. 27 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
  10. Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    40 votes

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  11. Automatically download the attachments when opening the fiels added to collect files field

    19 votes

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  12. 62 votes

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  13. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    7 votes

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    0 comments  ·  API  ·  Admin →
  14. 128 votes

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  15. Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.

    264 votes

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  16. have a field that multiple people can edit.

    13 votes

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  17. 16 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  18. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    20 votes

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  19. Instructional bubbles to guide recipients in filling out the document,

    8 votes

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  20. 24 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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