Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Improvements for Catalog, Pricing table, etc.

    45 votes

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  2. 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.

    62 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.

    24 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)

    51 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  5. extend the expiration time of a document once it has become expired

    23 votes

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  6. 53 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

    208 votes

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  8. 86 votes

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  9. From client:
    I have a question on if PandaDoc templates have a certain type of functionality.
    Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.

    The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
    Appreciate any feedback you have on this one.

    29 votes

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  10. 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.

    165 votes

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  11. 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?

    20 votes

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  12. Auto-populate the date field / variable based on the date the document is signed

    111 votes

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  13. 15 votes

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  14. Save PDF with the unmasked fields.

    11 votes

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  15. ability to disable Signature Certificate for completed documents

    10 votes

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    3 comments  ·  Other  ·  Admin →
  16. 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?

    11 votes

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  17. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    9 votes

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  18. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    64 votes

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  19. Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    12 votes

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    1 comment  ·  Integrations  ·  Admin →
  20. 8 votes

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