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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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2993 results found

  1. I'm having trouble uploading bulk contacts. I believe it's because it contains Chinese characters in the names and company names in my xls file. I keep getting error messages when I try to create a zap.

    24 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..

    3 votes

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    0 comments  ·  Other  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed

    2 votes

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  4. Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)

    21 votes

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  5. Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.

    4 votes

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  6. Customize the text in the auto-reminder message

    343 votes

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  7. collapsible sections/pages so a client can minimise or expand sections they're interested or not interested in

    13 votes

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  8. When you create a document, if you are in a folder, it gets created in said folder.

    6 votes

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  9. 24 votes

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  10. An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.

    6 votes

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  11. The option/button to clear all the fields at once.

    8 votes

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  12. Client would like the ability to convert a cover page to a content page.

    15 votes

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  13. The ability for the recipients to edit variables.

    45 votes

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  14. Ability to zoom in and out without breaking the format on all devices (web and mobile)
    Signature Pop-Ups on mobile (currently it breaks the formatting)
    Increase Font Size

    25 votes

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    3 comments  ·  Mobile  ·  Admin →
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  15. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document (regardless of signing order)

    9 votes

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  16. Option to disable Roles from template and documents.

    3 votes

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  17. I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes

    5 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  18. 53 votes

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  19. Separate notifications settings for regular documents and documents created from forms

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  20. 346 votes

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