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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. Option to setup formatting for date field that includes hours and minutes

    1 vote

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  3. The ability to merge forms together into one form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. 5 votes

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    1 comment  ·  Other  ·  Admin →
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  5. Ability to sign more than 1 page with signature field in one go or click.

    1 vote

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  6. Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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  7. At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 votes

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  8. edit .docx files without using text blocks - after clicking "Convert document"

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. audit trail link or option within the signature field - before or after the recipient signs the field

    3 votes

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  10. Ability to have an auto fill signature button.

    2 votes

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  11. 3 votes

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    2 comments  ·  Forms  ·  Admin →
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  12. Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.

    11 votes

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    1 comment  ·  Approvals  ·  Admin →
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  13. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. 2 votes

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  15. Restrict users from adding more than one condition to the rule within the Smart Content Block.

    3 votes

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  16. 2 votes

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  17. I would love to have PandaDoc integrated with Quick-base/YSL where we upload all our docs so they can be uploaded automatically instead of sitting and downloading and uploading many docs each day. it would save tons of time and is much more 2023 style

    1 vote

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  18. Have an option for technical support people who do not require licenses. Have the ability to add and remove, and change users.

    1 vote

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  19. There is an employee and supervisor when the admin send a timesheet to the employee he/she should look into the timesheet and can edit it if needed. Once he is done with the timesheet, it should route to the supervisor, he'll check and give approval/decline, which should be notified to the employee like the timesheet is Approved/Denied.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  20. Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")

    2 votes

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    0 comments  ·  Other  ·  Admin →
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