Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document

    1 vote

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  2. support vidyard custom links (available on the Enterprise plan)

    1 vote

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  3. be able to add an invoice person to a signed Panda doc - often we do not have the invoice person contact info and the signer frequently does not know until after they sign

    2 votes

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  4. Conditional logic for the forms.

    4 votes

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  5. The Document and Template Editor pages look almost identical. A common first-time user error is creating a document when you think you are creating a template or vice versa. Common for New Hires, New Customers, common support question.

    You cant set up an approval workflow on documents, if there was a pop-up that redirected you it would be helpful.

    Same with Roles and "why can't I send this document" ... Because you are in a template.

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Customer would like to have the ability to assign specific sections of a document to their internal teams to work on.

    1 vote

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  9. Ability to work with the document offlie, similar to google document

    1 vote

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  10. Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!

    1 vote

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  11. Add a resume template to the Template Gallery

    1 vote

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  12. 1 vote

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  13. change time zone for date variable formatting

    1 vote

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  14. Allow to upload attachments not as separate pages, but as content blocks like in Classic Editor.

    2 votes

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  15. Notification for signed but did not hit the Finish button

    2 votes

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  16. Allow each user to upload from separate google drive accounts rather than the same google drive account

    1 vote

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  17. Be able to upload a document to the upload file field at the template level so that you do not have to add it at the document level each time a document is sent out (this is to be done by the sender of the document and the attachment is always the same)- This would allow for attachment to be in body of document rather than at bottom of page

    1 vote

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  18. To have the image layout from EV1 to be available in EV2.

    1 vote

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  19. Quick view for pending documents needs to sign

    1 vote

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  20. PDF Download doesn't look the same as the user view. Page breaks, font size, color bleed aren't holding true.

    1 vote

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