Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    12 votes

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  2. Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    11 votes

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  3. 28 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
  4. upload csv/excel as an editable content

    7 votes

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  5. 4 votes

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    2 comments  ·  Mobile  ·  Admin →
  6. Auto-populate the date field / variable based on the date the document is signed

    172 votes

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  7. Instructional bubbles to guide recipients in filling out the document,

    8 votes

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  8. Conditional logic for the forms.

    8 votes

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  9. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    17 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • better reporting for all workspaces in one account
    • be able share Content library/Catalog items accross workspaces
    • share documents/e-forms/folders
    • shared settings for all the workspaces to better manage the account
    6 votes

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  10. If then logic around content from the content library and the pricing table

    251 votes

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  11. ability to have a check box to make an entire pricing table optional

    5 votes

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  12. Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    10 votes

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  13. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    8 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  14. 4 votes

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  15. Ability to use Embed JS SDK using Pass-though authentication. Giving webapps the ability to allow for their users to create templates without being PandaDcc Users.

    5 votes

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    0 comments  ·  API  ·  Admin →
  16. At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.

    10 votes

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  17. I'd like to have a Variable appear multiple times throughout a template, but I want a dropdown option for the Variable.

    For example, let's say I need to specify one of 3 locations: US, AUS or EU. Let's say that choice is repeated in various locations throughout my template. Right now, PandaDoc offers no way to choose that option from a dropdown AND have it repeat throughout the document.

    I can either:
    a) make a Variable with no dropdown option, or
    b) create a Field with dropdown option, but I can't duplicate that field, so I'd have to manually re-enter…

    3 votes

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  18. variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents

    3 votes

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  19. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    94 votes

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