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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. 4 votes

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  2. When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status

    3 votes

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  3. When merging two HubSpot objects (B to A), the PandaDoc Document links are lost and never merged into object A.

    5 votes

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  4. Enhance the current logic of Smart Content — specifically, to give document creators more control over whether content is populated as a single page or across multiple pages (regardless of whether it's a cover page, uploaded content, or multipage).

    4 votes

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  5. For example, if the customer has a numbered list go from 17.9 to 17.10 -- the text will be moved to the left a bit and the paragraph formatting will no longer be aligned.

    6 votes

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  6. get the PDF directly to Monday and not a link

    7 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.

  7. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    260 votes

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  8. 5 votes

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  9. ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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  10. Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.

    8 votes

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  11. Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…

    3 votes

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  12. 1 vote

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  13. An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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  14. Option on Mobile App to add Blocks

    9 votes

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    1 comment  ·  Mobile  ·  Admin →
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  15. to show Date Only without time stamp when a document is created

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  16. 2 votes

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  17. Our team members are not that good with the English language and so we would like to have an option to translate the platform's language from English to Thai.

    2 votes

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  18. 6 votes

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  19. Would like the ability to move image library from one workspace to another easily.
    They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.

    12 votes

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  20. 1 vote

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