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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 2 votes

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  2. a way to use a 'checkbox' field in a template that can be clicked/unclicked when reviewing the doc rather than by a signer

    1 vote

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  3. for the creator license to not be able to to edit the signing order in the document

    1 vote

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  4. Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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  5. a way to download all the emails for the people that only viewed my template

    3 votes

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  6. populate two salesforce opportunities in one pricing table

    For example, Product and coupon opportunities in populated within one pricing table.

    https://pandadoc.zendesk.com/agent/tickets/404226

    1 vote

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  7. Resize the table in the Reporting section

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.

    5 votes

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  9. The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. 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

    42 votes

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  11. Option to change the image background color

    4 votes

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  12. The ability to restore catalog folders that have been deleted.

    3 votes

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  13. active hyperlinks in the uploaded pdfs

    3 votes

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  14. 2 votes

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  15. 1 vote

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  16. Option to present/get repoting data in Power BI

    1 vote

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  17. Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.

    21 votes

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  18. ability to edit margin

    3 votes

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  19. When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…

    55 votes

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    7 comments  ·  Forms  ·  Admin →
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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!

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

    41 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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