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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.

    1 vote

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  3. In-person signing support document rejection (for now you can only sign).

    1 vote

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  4. 1 vote

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  5. Download completed document in docx format

    4 votes

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  6. Ability to enable suggestions by default

    2 votes

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  7. Change Passcode to 4 digits instead of 6

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. To be able to upload and convert multiple documents into a template instead of doing it one by one.

    2 votes

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  9. Currently only Heading 1 occurs as a title in the Table of Contents. Since tables of contents don't recognize PDF page breaks as a new page number, my work around is to manually create page breaks, which means I also need to split my table of contents into 2 pages. It would be helpful if I could designate Heading 2 or 3 as a title, so that Heading 1 sorts into TOC 1, and Heading 2 or 3 sorts into TOC 2. Currently I am forced to populate Heading 1 into both tables of contents and delete the redundancies out…

    1 vote

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  10. A button to clear a product item from the row in a pricing table would be more streamline than needing to delete the title and description. See video of explanation below:

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. Option to disable user's the possibility to add fields on top of documents

    1 vote

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  14. For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.

    1 vote

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  15. 1 vote

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  16. Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    https://pandadoc.zendesk.com/agent/tickets/507683

    1 vote

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  17. I've noticed that if a form looks good (fill in boxes) on my desktop the mobile device will often look different. But then when you print it from the desktop the boxes will be off if you've made it to look proper on a mobile device. Having them the same across all platforms would help a lot.

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  18. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  19. Allow setting of required/not-required or assign owner of a field on document create.

    10 votes

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    0 comments  ·  API  ·  Admin →
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  20. The customer has to re-upload their signature every time they sign a document sent to them by another PandaDoc user. They would like to have their saved signature available when signing as a document recipient.

    4 votes

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