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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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  1. 2 votes

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  2. Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table

    19 votes

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  3. Be able to see the date when a document was moved to Trash.

    1 vote

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  4. 2 votes

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  5. Rich text roadmap for salesforce integration.

    3 votes

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  6. We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    3 votes

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  7. 50 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  8. Option to have a Lawyer to review the document before it was sent.

    7 votes

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  9. Converting a form to a document

    • will allow the user to convert a form to document.
    13 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. Ability to see the width of a given box and than adjust the others until they are the same width

    6 votes

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  11. 7 votes

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  12. It would be nice to have Zuper and Twilio integration with PandaDoc

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    4 votes

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    1 comment  ·  API  ·  Admin →
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  14. Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.

    3 votes

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  15. To have the ability to pre-set at the template level, a default email address from which a document would be sent.

    3 votes

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  16. 3 votes

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  17. Integrate with Confluence to add digital signatures to Confluence pages.

    1 vote

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  18. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    27 votes

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  19. The functionality to see a variable has a value or is blank within a smart content block

    5 votes

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  20. allow recipients to choose a payment method

    10 votes

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