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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. It would be helpful to have language localization options in the PandaDoc embedded editor for document creation and template editing. Right now, it is only supported for recipient-facing signing experiences.

    2 votes

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  2. 1 vote

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  3. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. Please go back to the old interface and layout. The new interface and layout make's no sense. Trying to make it sleek and modern when there was nothing wrong with the old interface. Please go back and get rid of this new one. You also have to open the Template to create a document now, instead of being able to hover over the template and create a document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. In the team dashboard to show just the completed status on the finalized view, and will not show signed

    3 votes

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  6. The system prevents a user from saving or enabling an approval workflow on a template if it contains inactive or unlicensed approvers but it is unclear why you can't save the workflow.

    Some enhancements to improve this process would be:

    • Highlighting inactive users: The system should visually indicate which users in the workflow are no longer active or licensed.

    • Allowing partial saves: The ability to save a workflow even if it has invalid users, rather than blocking the entire action, would allow for easier troubleshooting and management.

    • Prompting the user that the approval workflow cannot be activated because it contains…

    2 votes

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  7. The customer needs to track the changes made to the document content using redlining / suggest edits feature

    4 votes

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  8. Make the forms so that when placing the signature block on the page the signature doesn't lock into a random line that doesn't line up with actual signature line and change the default signature font size to 12 instead of 15 so it fits on most forms.

    1 vote

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  9. Enable the ability to upload additional files (editable .docx files) to existing documents within the Embedded Document Editor.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  10. Our quote builder is set up like an excel document, and used to fit nicely on a single landscape excel page. With PandaDoc there is so much wasted space, and column text gets ultra skinny because you aren't able to reduce column and row margins enough.

    1 vote

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  11. Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.

    1 vote

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  12. Inherit custom fonts uploaded and available in Templates when creating or editing the Home page

    3 votes

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    1 comment  ·  Rooms  ·  Admin →
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  13. We use PandaDoc for reports (along with proposals) and we need to be able to attach KML files (Google Earth). We used to be able to do this, but the new update removed the ability to attach a KML file to a report or proposal.

    1 vote

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  14. Two-way sync of PandaDoc Status and Salesforce at the QUOTE stage, not the Opportunity.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. Have a docx or PDF document that is screen reader accessible on pleading paper

    2 votes

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  16. 2 votes

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  17. When creating a PandaDoc room or adding files/folders, it would be good to be able to control the sort order - or even if it defaults to sort by file/folder name. Then, Clients can be trained to use a standardized folder structure. E.g.:
    01Contract
    02
    Onboarding Docs
    03Kickoff Call Notes
    04
    Deliverables
    05_FAQ Resources

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  18. Hotkeys for adding bullets and numbered lists (e.g.Command + Shift + 7 or 8)

    1 vote

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  19. Option to hide a line item so the signer cannot see it, only the sender can see the item

    2 votes

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  20. "No Payment Collection" button is showing in draft documents even when payment collection is disabled.
    There is nothing to disable in Settings Payment gateway since there is no Payment gateway configured. The Message only appears when the Quote Builder is selected

    3 votes

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