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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 4 votes

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  2. Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    7 votes

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  3. The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    3 votes

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  4. is it possible to have a report which documents have an reminder option on please?

    2 votes

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  5. When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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  6. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  7. A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc

    2 votes

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  8. For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    5 votes

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  9. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. To show only the information related to the section the recipient chooses.

    2 votes

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  11. 4 votes

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  12. 5 votes

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  13. integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 2 votes

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  15. PandaDoc in Ukrainian.

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  16. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. The option to unlink and relink documents from all the SF objects.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Send the document to CC and give him the possibility to transfer the document to the first signer.

    6 votes

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  20. Possibility to change sequence number after the document has been sent.

    5 votes

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