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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7330 results found

  1. If a field's font size is altered, it no longer is affected by font changes made in the design settings. It would be nice to have the option to force changes to apply to every single field on a document, regardless of whether or not it has been previously changed.

    1 vote

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  2. Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile

    5 votes

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  3. Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.

    22 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  4. It takes 10-15 seconds to create a document from Zendesk Sell in EV2

    1 vote

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  5. 1 vote

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  6. Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.

    4 votes

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  7. sort of HTML button where you can pick the color for inserting hyperlink

    3 votes

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  8. To have the option to incorporate pricing to text fields instead of just the pricing table.

    2 votes

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  9. When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    5 votes

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  10. The ability to add two payment blocks on one document so two people can pay separate amount assigned only to them.

    4 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  11. Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.

    3 votes

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  12. PandaDoc integration with Lever (HR Recruiting software/CRM)

    19 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  13. Difficulties with indentation.

    15 votes

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  14. Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.

    6 votes

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  15. The single tab between the variable entries should be returned for ev2

    1 vote

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  16. Have the document values be on display in Zendesk Sell integration.

    1 vote

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  17. Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. Would like the ability to lockdown end users from being able to clone completed documents. (Improve best practices)

    1 vote

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  19. Make Adding Contacts Easier- When adding a new contact, if you click anywhere on the screen outside of the white box by accident, it exits the screen that you are working on with all the fields and you then have to start entering all details from scratch again. It can be very frustrating.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. Automatically add the attachments to the manually completed docs
    Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)

    1 vote

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