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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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7206 results found

  1. Point form such as
    1.
    1.1
    1.2

    2.
    2.1
    2.2

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  2. 7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Option to have no placeholder for fillable fields (leave blank)

    1 vote

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  4. Add advanced subscription pricing capabilities, so the recipient may select the subscription and items within it within pricing table

    5 votes

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  5. The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    29 votes

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  6. Wanted more of an out of the box solution and will revisit this later this year. Requested we pull graphs from tableau for Reps to show audit results on site. Not within out limits.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Government firewalls are very strict and does not pass PD docs.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. require AODA compliance

    1 vote

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  9. 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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  10. automatically bold/italicize once the signing party inputs value

    1 vote

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

    1 vote

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  12. 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!

  13. 6 votes

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  14. 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!

  15. 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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  16. 2 votes

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

    3 votes

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  18. 39 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!

  19. table of contents for the pages/sections. similar to proposify and better proposals

    2 votes

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  20. 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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