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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3886 results found

  1. Add the ability to select multiple content blocks to move, delete, copy/paste them in one go

    18 votes

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  2. It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.

    This would help with understanding the use case when connecting with the user for feedback.

    More importantly it would help build a QBR based on the use case to steer behaviors.

    Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.

    10 votes

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  3. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    23 votes

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  4. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    14 votes

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  5. To better manage item distribution in Quote Builder during PDF rendering.

    21 votes

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  6. Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    13 votes

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  8. Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    15 votes

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  9. Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.

    16 votes

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  10. Option to remove PDF page break to download the page as a whole

    15 votes

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  11. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    19 votes

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  12. Share a single document link with all recipients, rather than creating a unique link for each user.

    16 votes

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  13. I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.

    12 votes

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  14. 13 votes

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  15. Ability to edit spacing in quote builder (Design)

    15 votes

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  16. 12 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  17. i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.

    10 votes

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    1 comment  ·  Approvals  ·  Admin →
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  19. Ability to adjust table row height

    13 votes

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  20. Will allow the user to set conditional logic for Qoute builder

    16 votes

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