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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field

    1 vote

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  4. Ability to update preexisting date field format - when updating it in settings, it changes fields already existing in documents.

    2 votes

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  5. Ability to set the signature field with a send back formatting feature so both the signature line and the signature can be visible for both signatories.

    1 vote

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  6. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  7. I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
    Current Steps:
    1. Receive doc for review
    2. Review - while reviewing you see a necessary change
    3. You must click "Edit Document" and make your desired edits
    4. I then have to resubmit for review
    5. Review
    6. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    75 votes

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    6 comments  ·  Approvals  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.

    2 votes

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  9. 6 votes

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  10. Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    8 votes

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  11. Upload .xml files

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Please add a feature where we can split a table of contents into multiple columns on a page.

    2 votes

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  13. Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    30 votes

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  14. 7 votes

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  15. Option to get one centralized API key for all workspaces

    9 votes

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    1 comment  ·  API  ·  Admin →
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  16. 3 votes

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  17. Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)

    3 votes

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  18. If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.

    3 votes

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    1 comment  ·  Approvals  ·  Admin →
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  19. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. Have CC'd see all e-mail addresses the document was sent to, including the signer

    1 vote

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