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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Customer would like to include that links and hyperlinks are not allowed during trial period on the pop up box.

    3 votes

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  3. It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.

    1 vote

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  4. 2 votes

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    0 comments  ·  API  ·  Admin →
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  5. When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
    Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. 1 vote

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  7. Requesting an integration with Rippling to PandaDoc

    6 votes

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  8. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.

    1 vote

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  9. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.

    8 votes

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  10. It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.

    2 votes

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  11. approval workflow to be edited with Creator license

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  12. 1 vote

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  13. Auto fill repeating fields - signature and initials fields

    20 votes

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  14. initials field - customization/personalized/modify

    5 votes

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  15. "Required" value for fillable fields in getting template details

    4 votes

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    0 comments  ·  API  ·  Admin →
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  16. 1 vote

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  17. 1 vote

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  18. A feature that provides statistics on usage and which templates/documents each content library item has been used in.

    9 votes

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  19. Improved PandaDoc performance and better integration with other browsers - mainly the Edge Browser.

    3 votes

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  20. Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.

    1 vote

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