Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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  2. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  3. Allow editing several WS at once.

    4 votes

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  4. The option to resend the documents to the persons who have not signed the document yet.

    2 votes

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  5. 2 votes

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  6. An ability to set a custom folder design within the documents/templates tab - to change the color from grey to any other color

    1 vote

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  7. Automated navigation bar. Below is an example of a navigation bar that includes the names of every page in the proposal document. Again, we have to manually update this each time we add/remove a page which when you have 30+ pages, means you have to update it 30+ times. Is there a way that we could build automation into the headers on each of our pages that will automatically update it on the left hand side?

    1 vote

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  8. Fee option in Ev1.

    1 vote

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  9. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  10. Delete a cell in a table (instead of row or column).

    2 votes

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  11. So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    4 votes

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  12. CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  14. 1 vote

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  15. 1 vote

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  16. support Payment block to carry over roles in API. For example, when the document is in awaiting for payment status, the send payment reminder settings in EV1 document is not available when the document is created via API even though the role who will pay is checked in the template level.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  17. Be able to add a contact photo to Contacts in PD Contacts that do not have a PandaDoc account

    4 votes

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  18. The option to put a note in the pricing table without pricing, tax, etc (so only the note appears on the left as an item name and all other columns were blank).

    The option to change the color of the numbers in the price column.

    1 vote

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  19. Put a tickbox into different columns (in pricing table) - not only to the first one (with the name).

    1 vote

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  20. Send document via text.

    1 vote

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