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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. There should be an option online to change the subscription plan to Free eSign plan.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Option to set expiration for link shared with the recipient.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  4. 1 vote

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  5. We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Prevent Members from editing templates created by others by disabling Fields

    1 vote

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  7. Don't show signatures to document participants until the signer completes the process by clicking the Finish button

    3 votes

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  8. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    14 votes

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  9. Pandadoc recognises field tags in a PDF file, but when they are not assigned to any role. This creates a laborious process of going through the whole document assigning roles to each field.

    It should allow a tag that includes a role assignment - for example to autoplace a signature for the role called Client 1 it could be something like:

    {signature.client_1}

    3 votes

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  10. Manually change document status in Salesforce Integration to decline contracts as necessary

    3 votes

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  11. Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    1 vote

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  12. It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.

    3 votes

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  13. Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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  14. 1 vote

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  15. Auto-Capitalization Option

    • will auto capitalize words on the document
    2 votes

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  16. The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.

    15 votes

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  17. 4 votes

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  18. Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template/document details" request.

    1 vote

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  19. 5 votes

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  20. a native bitly integration

    1 vote

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