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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. It would be great if it worked when you are adding to anything via typing to be able to use dictation software i.e. Dragon Software.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. Ability to choose if a signature is to the left, centered, or to the right.

    14 votes

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  7. PDF upload improvements so the quality stays the same.

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. Ability to add references to the pricing table.

    9 votes

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  9. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    15 votes

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  10. Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  11. 1 vote

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  12. 1 vote

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  13. Currently system tokens must be filled manually while using our mobile application.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  14. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  15. Would like to have an option to set up logo for specific e-form not for the whole account/workspace

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. integration with proprietary video platform

    1 vote

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  17. Change the recipient view language to Polish (as was available in within Classic Editor)

    5 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  18. It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    50 votes

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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.

    4 votes

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  20. It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.

    (PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).

    64 votes

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    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.

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