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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Currently when you open PandaDoc.com on a mobile browser, the mobile version of the site displays, but there's no way to opt out of that version & continue displaying/using the full desktop version.

    As someone who prefers to use a mobile browser over an app, it would be nice to at least have the option to display the full site on my mobile browser.

    The mobile version still has very limited functionality, and as an admin I'm often asked to do simple tasks like check out settings/integrations/etc. As it stands now, I have to pull out my laptop to do…

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  2. Rather than just showing the number of seats being paid for, show how many users are also using the license.

    1 vote

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  3. Requesting an integration with Bunq as a payment gateway.

    1 vote

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  4. Requesting an integration with Bilky as a payment gateway.

    1 vote

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  5. Additional ID verification with Biometric Checks and Share Code integration aside from the existing Qualified e-Signature that we have here in PandaDoc.

    1 vote

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  6. Add the ability to input multiple values or line items within the pricing table (Quantity and Dollar Amount fields)

    2 votes

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  7. Add an option to view document progress throughout the signature workflow under Reporting. When using templates with multiple roles (e.g., Department 1, Manager, Staff), where each role represents a step in the signature process, users should be able to see which step the document is currently at, which recipients have already signed, and which recipients still need to sign.

    2 votes

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  8. Ability to download a report that contains users with their role and their seat listed.

    2 votes

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  9. When a Collaborator is added to a Document, that Document should show in the Collaborator's Home screen under the appropriate status.

    2 votes

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  10. Enhance the “Upcoming Renewals” tab to also include documents with past-due renewals - for example, those that were supposed to renew within the last 30 days but haven’t yet been processed. This could be presented as a “Past Due” section within the same view or as a toggle/filter option.

    2 votes

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  11. Ability to specify the type (number, text, price) for custom variables so that, for example, if your custom variable has a 'Price' type, your value is formatted as an amount: 12250 >> 12,250.00

    1 vote

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  12. Reorder items (documents, folders) within the room

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  13. Right now, non-PandaDoc users have their emails as the autofill for the signature. Have a way for signers to put their names first before signing, just like the pop-up for a form, so that the signature autofill can use the name the signer put in the pop-up.

    1 vote

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  14. Have a way for users to sign up for beta test features, or have users test out new feature before they are implemented.

    1 vote

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  15. Right now, fillable fields anchor themselves to the dominant part of the table whenever you try to use enter or backspace to move the fields.

    Remove the anchoring or improve the field behavior in regards to when using enter or backspace to move them around within the table.

    2 votes

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  16. When a user leaves the organization and is removed from the PandaDoc workspace, their name remains as the sender on all previously sent documents. This creates confusion for clients, especially when trying to access or reference older documents sent by former employees. Have the ability to reassign the sender or update the sender information on previously sent or completed documents without impacting the document’s status.

    3 votes

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  17. The ability for the approvers within the Approval Workflow to be able to suggest edits in a document they have been sent for approval.

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  18. For our use case, we have a package of products if you commit to the 2 products, we give them a credit or rebate. While in the product catalog we are able to add a negative or set up a discount in table, but we like to use it as a product to explain the discount better than just a flat % or Dollar Value.

    It would be nice if we could have the rebate products in the product catalog that are negative dollar values do our sales team has these fixed credits available when they pick from the product…

    1 vote

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  19. I need to filter the documents by Hubspot properties

    2 votes

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  20. Visibility on the number of documents shown in the document list and document folders.

    2 votes

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