Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Improvements for Catalog, Pricing table, etc.

    82 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    77 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  3. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    99 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  8 comments  ·  Integrations  ·  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.

    50 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  7 comments  ·  Workflow  ·  Admin →
    • 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
    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  5. 44 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  9 comments  ·  Integrations  ·  Admin →
  6. upload csv/excel as an editable content

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    27 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  8. 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.

    67 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  9. 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?

    32 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  10. 77 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  11. 162 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  12. 22 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    22 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  14. 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

    25 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  15. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  16. ability to disable Signature Certificate for completed documents

    28 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  3 comments  ·  Other  ·  Admin →
  17. Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    201 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  19. have a field that multiple people can edit.

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

← Previous 1 3 4 5 130 131
  • Don't see your idea?