Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Improvements for Catalog, Pricing table, etc.

    81 votes

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

    72 votes

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  3. 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.

    17 votes

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    1 comment  ·  API  ·  Admin →
  4. 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.

    45 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  5. I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
    Current Steps:
    1. Receive doc for review
    2. Review - while reviewing you see a necessary change
    3. You must click "Edit Document" and make your desired edits
    4. I then have to resubmit for review
    5. Review
    6. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    9 votes

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

    85 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  7. 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.

    66 votes

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

    25 votes

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  9. 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

    353 votes

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  10. 35 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
  11. Abilty to add an optional tick box when the table is restricted e.g. a column (such as the pricing column) is locked

    6 votes

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  12. 73 votes

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  13. 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?

    28 votes

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  14. 152 votes

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  15. 21 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  16. Automatically download the attachments when opening the fiels added to collect files field

    21 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • better reporting for all workspaces in one account
    • be able share Content library/Catalog items accross workspaces
    • share documents/e-forms/folders
    • shared settings for all the workspaces to better manage the account
    9 votes

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  17. 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.

    327 votes

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  18. 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.

    8 votes

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    0 comments  ·  API  ·  Admin →
  19. 6 votes

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