Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 4 votes

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  2. 65 votes

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  3. Allow to upload attachments not as separate pages, but as content blocks like in Classic Editor.

    2 votes

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  4. Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.

    3 votes

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    0 comments  ·  Fields  ·  Admin →
  5. Sign several documents at once.

    3 votes

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    1 comment  ·  Other  ·  Admin →
  6. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    3 votes

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  7. pull the information that client selected with multiple choice with Zapier

    5 votes

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  8. 4 votes

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    0 comments  ·  Workflow  ·  Admin →
  9. 10 votes

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  10. There are times when Declined or Expired are not the correct status when voiding a contract. There should be an option to accurately change the status to Cancelled, and all recipients should be notified when this happens.

    3 votes

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  11. Availability to add links that jump from one part of a document to another part of the same document

    7 votes

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  12. Approval workflow in forms

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
  13. Conditional approval based on the type of line item.

    2 votes

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  14. If you're working on a Document and click an item from the menu (e.g. Content Library, Templates, Catalogue) it opens up in the same window. When you need to go back to working on your Document , you need to navigate back to it through the menu. There's a work around by manually coping the link, opening a tab and the pasting it. It would be great if a new window/tab opens whenever you click on an item from the menu.

    2 votes

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    0 comments  ·  Other  ·  Admin →
  15. Ability to redirect a recipient to a custom URL when they complete a document.

    83 votes

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  16. 1 vote

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    1 comment  ·  Other  ·  Admin →
  17. To have the option to sort documents made from templates or uploaded

    2 votes

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  18. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)

    21 votes

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  19. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    31 votes

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  20. It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    4 votes

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