Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Accessibility in PandaDoc

    9 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
  2. One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    9 votes

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  3. Approval workflow in forms

    9 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  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.

    6 votes

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    Idea  ·  0 comments  ·  Fields  ·  Admin →
  5. The option to edit the Completed document with saving the signature.

    65 votes

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  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.

    6 votes

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  7. The ability to send a template to a user outside of PandaDoc to collaborate on just one time (fill in specific fields: price, hours, notes, etc.) - by granting privileges for one template

    6 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  8. Pre-Sign template option so documents can be signed by the sender on the template level and save time.

    10 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  9. The customer would like to have a date format wherein ït is being spelled out like "January 19, 2021"

    11 votes

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  10. Ability to allow users to attach files even when the document has been sent.

    5 votes

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  11. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    8 votes

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  12. Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
  13. built-in translator within PandaDoc (Dutch - English)

    5 votes

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  14. Check box field : conditions where recipient can choose and check just 1 from all assigned check boxes

    19 votes

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  15. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    45 votes

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  16. The option to rotate pages.

    46 votes

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  17. Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  18. Want to have the ability to align the position of the text within the field.
    It needs to work for any text entered by the signer.

    9 votes

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  19. As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  20. Have separate permissions for specific documents, not only workspaces

    13 votes

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