Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Improvements for Catalog, Pricing table, etc.

    78 votes

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  2. extend the expiration time of a document once it has become expired

    67 votes

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  3. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    45 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  4. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    78 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  5. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    66 votes

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  6. Customize the Forms pop-up message that is visible when accessing a form from a website.

    22 votes

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  7. 31 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
  8. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    28 votes

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  9. 21 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  10. 69 votes

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  11. 146 votes

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  12. Automatically download the attachments when opening the fiels added to collect files field

    20 votes

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  13. ability to disable Signature Certificate for completed documents

    23 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
  14. have a field that multiple people can edit.

    14 votes

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  15. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    12 votes

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  16. Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    11 votes

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  17. 28 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
  18. upload csv/excel as an editable content

    7 votes

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  19. Instructional bubbles to guide recipients in filling out the document,

    8 votes

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  20. Conditional logic for the forms.

    8 votes

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