Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Set up checkboxes with logic to select at least one for W9 forms.

    1 vote

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  2. Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:

    1 vote

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  3. Ability for the approver to resolve customer's suggestions.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →

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  4. 1 vote

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  5. We would like to have Dolibarr Integration with PandaDoc.

    1 vote

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  6. Add the possibility to preset a telephone national prefix code by default (working in Italy we almost always use +39 and it is inconvenient to have to enter it every time in the Recipient setting, for the recipient verification and in the customer card), with the possibility of changing it directly on the document if necessary.

    1 vote

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  7. 1 vote

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  8. Is there a function or possibility on our signed documents to make a condensed version?

    The reason I ask, internally we only need about 3 pages of the 12-14 that are on very document, these are normally the same 3 pages.

    1 vote

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  9. play video in presentation mode after the document is sent
    They like to send presentations with the video and content to their clients and review the document together while on a call.

    Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
    Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q

    2 votes

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  10. Option to Set auto reminder via API

    Will allow user to set auto reminder via API

    1 vote

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  11. The sizing of the image should have a number or scale so users can uniformly size the image to every documents.

    1 vote

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  12. My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually. The docs could maybe be combined into a single PDF temporarily just for printing purposes.

    1 vote

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  13. when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.

    1 vote

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  14. 1 vote

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  15. pulling rich text field from Hubspot to PandaDoc

    2 votes

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  16. Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.

    1 vote

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  17. Instead of just showing a count of the number of times the variable is used, show the list of occurrences and allow the user to click on an occurrence and be taken to its location in the document.

    1 vote

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  18. Ability to search for documents and templates by ID.

    2 votes

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  19. Notarize more than one document per session without bundling.

    1 vote

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  20. 1 vote

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