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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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277 results found

  1. 29 votes

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  2. I have the same type of categories of people repeatedly signing extensive documents. If I could assign a category to signature boxes then I wouldn't have to individually assign each entry. I could assign each person signing to something like "client", "parent/guardian", "company representative", etc. That would allow my preset signature categories to assign each entry to the appropriate person.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. It would be great if you could set your preferred date layout in settings. In countries other than USA, we use day first, then month. It's frustrating to have to change it manually every time, in every document.

    1 vote

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    Released  ·  Valeria Pochapskaya responded

    Hi there!
    This option is available in Settings > Settings > Default date field format. Please note that this will affect only documents/templates/forms that are created after the change is applied.
    Hope this helps! For more information please reach out to our Support Team :)

  4. would like to able to insert PDF docs in all areas of the Pand Doc. AS option to PNG

    1 vote

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  5. Ability to share whole folder to another workspace

    25 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re glad to let you know that the feature allowing to share folders between workspaces is available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  6. workspace invite link for paid plans

    1 vote

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  7. Multiple sections in pricing tables Ev2 (API).

    3 votes

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  8. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Integrations: Support custom product fields in Pipedrive

    1 vote

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  10. Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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  11. A predefined token for "Document Expiration Date

    18 votes

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  12. Zendesk Sell Integration for EV2

    24 votes

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  13. Documents created from a template automatically move to a specific folder once created/sent

    12 votes

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  14. Possibility to 1) restrict editing of the name column 2) allow editing and hiding the Price and Quantity columns in pricing table 3) remove pricing table header.

    22 votes

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  15. 4 votes

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  16. different colors for signer's icons

    1 vote

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  17. Save PandaDocs as word

    1 vote

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  18. option to cancel or void viewed doc

    1 vote

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  19. Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.

    15 votes

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  20. 20 votes

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