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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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402 results found

  1. Edit document value without pricing table

    1 vote

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  2. Have ability to upload images using Editor 2.0 API

    5 votes

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  3. Hi,

    Please change the date format as Indian format

    1 vote

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  4. Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.

    3 votes

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  5. Authenticate recipient before showing document content.
    For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.

    29 votes

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  6. hyper link image ev2

    27 votes

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    Released  ·  1 comment  ·  Admin →
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  7. make some fields mandatory on the template without assigning it as a signature field for the document creator. Otherwise the document creator will need to review the document after sending it even though he is the document editor

    1 vote

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


    There is a way to make a field "Required" without assigning it to a role or recipient. Please see the file attached for more information.


    Have a great day! 

  8. 1 vote

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  9. Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    25 votes

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  10. The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    10 votes

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  11. get the Document ​completion date via Public API

    1 vote

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  12. I need to use a signature jpg for signing documents and find it very inconvenient (and time-wasting) having to navigate my local drive to locate the signature image every time I need to execute an agreement. We don't like using the generic font signature as it looks unprofessional.

    Why not include an option to store one signature image for every paying account holder that can be selected during the signing workflow? This would save a lot of time and frustration and the final executed agreements would look far more professional if more people leveraged this option.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. 29 votes

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  14. 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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  15. 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 :)

  16. 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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  17. Portuguese for Ev2.

    14 votes

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  18. 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

  19. workspace invite link for paid plans

    1 vote

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

    3 votes

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