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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7104 results found

  1. This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.

    We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.

    1 vote

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  2. automatically bold/italicize once the signing party inputs value

    1 vote

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  3. adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally

    1 vote

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  4. display fields when downloaded (recipient view) without signature

    32 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!

  5. 6 votes

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  6. Be able to paste images into editor instead of uploading using an image block

    37 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!

  7. Allow to preassign cerain positions for signatures in the documents of similar format when using google docs addon.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. 2 votes

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  9. User would like to have an ability to integrate with Pipeline Deals CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. table of contents for the pages/sections. similar to proposify and better proposals

    2 votes

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  11. At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    18 votes

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  12. Allow to sync and import contacts from the mobile device

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Some clients may be working with slow/unreliable internet speeds and would rather have a fast loading, low-quality image render in the docs

    1 vote

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  14. Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.

    1 vote

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  15. If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. expiration starts once the signer opened the document

    2 votes

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  17. Add tags on forms

    2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  18. Ability to disable the auto-populations of recipients in SFDC

    9 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  19. We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    3 votes

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  20. Iintegration with Etapestry

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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