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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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    1 comment  ·  API  ·  Admin →
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  2. Mark documents as read in the app to stop getting irrelevant notifications

    8 votes

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  3. Option to disable the document value for documents that have no commercial value.
    For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.

    6 votes

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  4. Disable Instruction boxes when the recipient receives the document during signing in.

    6 votes

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  5. Ability to download the documents to a local storage automatically on the daily basis.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. in-person signing for forms

    22 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  7. 1 vote

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  8. Having currency as one of the options for the field validation (email, phone number, social, etc.)

    10 votes

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  9. For example, for recipients who prefer to print out a PDF of a document to read it on paper, it is hard to read the description for items in a pricing table when the text is greyed out because the optional item feature is enabled for the pricing table.

    2 votes

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  10. Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.

    2 votes

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  11. 2 votes

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  12. Ability to sort the product catalog based on most used or most important items

    2 votes

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  13. Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  14. Ability to rename the document sequence.

    4 votes

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  15. 6 votes

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  16. ability to add adobe fonts

    21 votes

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    • due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
    2 votes

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  17. Global design panel to manage advanced design across ALL workspaces.

    3 votes

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  18. availability to set some fields as "not required" by default

    16 votes

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  19. transfer ownership of multiple documents/folder

    47 votes

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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!

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