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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 4 votes

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  2. Conditional placeholder value based on CRM value
    - customize placeholder value based on a condition value from CRM

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Embed signature image in the document and allow it to be valid on the Signature Certificate.

    https://pandadoc.zendesk.com/agent/tickets/499540

    3 votes

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  4. PandaDoc integration with Copper Mobile App

    1 vote

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  5. This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.

    Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.

    Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. The option to choose the Maldivian Rufiyaa (MVR) currency in the PandaDoc pricing table.

    1 vote

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  7. Add optional item in pricing table with Zapier

    1 vote

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  8. Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.

    This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.

    5 votes

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    0 comments  ·  API  ·  Admin →
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  9. pulling rich text field from Hubspot to PandaDoc

    11 votes

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  10. 2 votes

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  11. 1 vote

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  12. Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)

    2 votes

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  13. Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    7 votes

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  14. Filter documents in Inbox by status

    15 votes

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  15. When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.

    3 votes

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  16. Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.

    3 votes

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  17. text to voice features for people with disabilities in Notary

    3 votes

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  18. It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.

    1 vote

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  19. We would like to be able to remove custom fonts that we added

    2 votes

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  20. When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
    Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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