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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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3829 results found

  1. Ability to adjust table row height

    13 votes

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  2. When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.

    11 votes

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  3. Ability to add signature field without assigned recipient.

    11 votes

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  4. When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.

    13 votes

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  5. make.com integration

    11 votes

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  6. Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets

    8 votes

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  8. Add the CRM Go High Level to PandaDoc

    11 votes

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  9. Option to change page properties if the page was uploaded

    13 votes

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  10. be able to download a report of recipients who haven’t signed or signed the documents

    8 votes

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  11. The ability to have an automatic calculator based on the identified blocks. Similar to the pricing table, however, The blocks can be placed anywhere in the Template/Document/Form and once an Auto Calculate Box is activated on a specific text box. The Box will automatically calculate in total from the identified text blocks.

    6 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  12. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    10 votes

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  13. It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    10 votes

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  14. Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.

    8 votes

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  15. When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    11 votes

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  16. 4 votes

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  17. Option for the recipient to see if other signer has opened or viewed document

    6 votes

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  18. Template creators may want to restrict the variable names that would be eligible within a template.

    Desired level of the rule would be at the Workspace level, to apply to all of its templates.

    Desired rule would be a white list of allowable names, with import/export features to ease maintenance.

    9 votes

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  19. Ability to customize system variables like the document reference number

    11 votes

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  20. Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.

    8 votes

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