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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Customer would like to have the option for signers to rename the form title when they access the eForm

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  2. Make the document auto-numbering on per client basis.

    2 votes

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  3. If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.

    1 vote

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  4. Customer would like the option to reduce the number of fonts available in the signer's signature field

    1 vote

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  5. In the case that a customer has a flip phone that only allows talk and text (no option for browser) - can there be a way to authorize consent for SMS?

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  6. 1 vote

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    0 comments  ·  API  ·  Admin →
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  7. 1 vote

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  8. Redirect recipients after document completion from form

    1 vote

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  9. After setting up the 'sender email' in the template level that they would like to send on behalf of (for example, marketing@pandadoc.com), when the user goes to send the document, they still have to manually change from their email (the doc creator) to the 'send on behalf' email - it does not update automatically. This is causing issues because users often may forget to manually change the email, and their recipients will not open the PandaDoc if they do not recognize the sender name.

    2 votes

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  10. 1 vote

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  11. It would be great to have the "Set Signing Order" moved to the user settings within "My Account" or "Workspace defaults", so that either specific users can turn it on for all documents they send or workspaces can turn it on for all documents sent.

    Even if it could just be added as a quick check box/setting change on the "Add document recipients" screen at the beginning of a document creation it would be more convenient. Currently, it has to be manually turned on for each new document (that is not a template) within the content bar, "Manage Recipients", and…

    1 vote

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  12. sync templates and content library items that were shared across workspaces

    2 votes

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  13. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    11 votes

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  14. option to convert currency for the PandaDoc pricing page

    2 votes

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  15. Ability to view the IP address for Viewers

    2 votes

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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  20. Check what payment provider was used int he document if there is more than one provider connected to the account

    1 vote

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