Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.

    6 votes

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  2. Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.

    2 votes

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    1 comment  ·  Workflow  ·  Admin →

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  3. I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
    So you do not want to have them all within one document but attached somehow to send them altogether?
    yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
    Like a on boarding…

    2 votes

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    1 comment  ·  Forms  ·  Admin →

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  4. 2 votes

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  5. PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
    Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.

    3 votes

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  6. flag/alert/notification for when a discount is applied in a document
    ex. salesperson is approving documents without reviewing the discounts applied.

    3 votes

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    1 comment  ·  Workflow  ·  Admin →

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  7. 2 votes

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  8. Filter documents in Inbox by status

    2 votes

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  9. Be able to add SMS verification to bundled documents.

    3 votes

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  10. Automatically align selected fields

    2 votes

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  11. 6 votes

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  12. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    123 votes

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    Idea  ·  19 comments  ·  Workflow  ·  Admin →

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  13. Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    8 votes

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  14. When creating a document from a CRM it brings over the products into the pricing table based on sequence number. II'd like to choose how the table is sorted.

    4 votes

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  15. Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    7 votes

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  16. 2 votes

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  17. end of contract template to be added in the template gallery and dashboard tile for status

    2 votes

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  18. 21 votes

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  19. 1 vote

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  20. Pandadoc API integrate with Bubble

    1 vote

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