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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.

    NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.

    "Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."

    1 vote

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  2. 2 votes

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  3. 7 votes

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  4. Disable access to the document for recipients once it's completed

    22 votes

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  5. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    28 votes

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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!

  6. 4 votes

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  7. 3 votes

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    0 comments  ·  API  ·  Admin →
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  8. 11 votes

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  9. a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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  10. 2 votes

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  11. stretch an image to the edges in the header (both on the left and right side)

    4 votes

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  12. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    21 votes

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    1 comment  ·  Automations  ·  Admin →
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  13. 34 votes

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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!

  14. It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
    It is quite difficult to use a template for a separate client if the custom variable value should be changed.

    6 votes

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  15. User would like to have the certificate of signature in specific language with local time

    28 votes

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  16. 4 votes

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  17. When uploading a PDF document as a template improve field recognition.

    12 votes

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  18. no extra page when adding item from content library

    18 votes

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  19. replace a particular variable from all my templates all at once

    7 votes

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  20. 3 votes

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    0 comments  ·  API  ·  Admin →
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