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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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268 results found

  1. to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    2 votes

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  2. We send out dozens of invites a day, my boss has to sign all of these before they go to client. It is not efficient for him to locate his signature image each time. This will be a problem as well with clients who we have frequent communication with. It would be useful if they could save their signature drawing or jpeg to use next time.

    1 vote

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to set a default uploaded signature is available within the system.

    Have a wonderful day!

  3. when a final signed copy of a document is finalized, I receive a link in an email that then takes me into the PandaDoc where I can then download the document. It would be nice to have the PDF in the email instead. We sent out POs and our vendors need copies of their POs all the time. I'm trying to workaround the issue but until then I have to download the file and send it to them.

    1 vote

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  4. Conditional logic for the forms.

    32 votes

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    3 comments  ·  Forms  ·  Admin →
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  5. 1 vote

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  6. 1 vote

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  7. Hello, it would be useful to allow one or more attachments to the main document sent to the customers. I'm thinking at the upload the customer's ID card or similar that the customer will be required to attach.

    1 vote

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  8. 1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
    2) Proposal & Template Design Services.

    2 votes

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    3 comments  ·  Workflow  ·  Admin →
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    Hi there,


    Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.

    If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.

    We’d love to work with you to optimize PandaDoc based on your specific business needs. 


    Have a wonderful day!


    Sincerely,

    Valeryia Baranava

    Product Team

  9. Can update some field using api

    8 votes

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  10. List document numbers on the Chrome Extension. This was a feature on previous versions of the extension.

    1 vote

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    Released  ·  0 comments  ·  Other  ·  Admin →
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  11. 1 vote

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We're happy to let you know that there is a way to set a default pricing table line item description color. Please see these links for more information:

    Video guide.

    Help Center.


    Have a wonderful day! 

    _____________________________________

    Hi! Vielen Dank für Ihre Funktionsanfrage an PandaDoc! Wir wissen es zu schätzen!


    Wir freuen uns, Ihnen mitteilen zu können, dass es eine Möglichkeit gibt, eine Standardfarbe für die Beschreibung von Einzelposten in der Preistabelle festzulegen. Weitere Informationen finden Sie unter diesen Links:

    Videoanleitung.

    Hilfezentrum.


    Haben Sie einen wunderbaren Tag!

  12. Change doc sender via API

    1 vote

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  13. Can you request to have your designers update the new version to have variables be in order and not alphabetical

    1 vote

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  14. 1 vote

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  15. 2 votes

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  16. A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.

    17 votes

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  17. filter that would allow excluding trash documents from the reporting

    1 vote

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  18. To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
    For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
    That should happen internally without my involvement. Very important feature to have to…

    1 vote

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  19. if a recepient selects ACH payment -> then he needs to fill in these fields;
    if a recepient selects CC payment -> then he needs to fill in those fields

    radio buttons with conditional logic

    519 votes

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  20. 1 vote

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re happy to let you know that the feature "Hide the left page reorder panel" is available within the system. Please see this link for more information and the screenshot attached: Table of contents.


    Have a great day! 

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