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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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284 results found

  1. 10 votes

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  2. 25 votes

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  3. Ability to upload excel file to a document

    3 votes

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  4. Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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  5. It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…

    11 votes

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  6. Possibility to update all documents with the new theme without opening each template/item and choose the right theme.

    33 votes

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  7. 1 vote

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  8. 28 votes

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  9. content library preview feature for ev2

    19 votes

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  10. Set signing order in API call (for documents created from PDFs).

    12 votes

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  11. When you pass a price, it's format should be passed too

    27 votes

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  12. 25 votes

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  13. Allow users to add the Cost of Goods as a column in a pricing table.

    15 votes

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  14. 12 votes

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  15. Adding the content library feature EV2 to the right menu

    2 votes

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  16. When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.

    24 votes

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  17. Edit document value without pricing table

    1 vote

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  18. Have ability to upload images using Editor 2.0 API

    5 votes

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  19. Hi,

    Please change the date format as Indian format

    1 vote

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  20. Authenticate recipient before showing document content.
    For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.

    29 votes

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