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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    30 votes

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  2. 13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. expiration starts once the signer opened the document

    2 votes

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  4. Add tags on forms

    2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  5. ability to access uploaded file by the signer in a completed document

    9 votes

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  6. An option to resize the PDF version of a document before downloading.

    4 votes

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  7. use LaTex to PandaDoc

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Allow for a template to be placed on top of a document. For example, if you would be uploading new PDFs, but the signature fields would always remain in the same spot, this would be more efficient than always having to add the fields over and over again!

    2 votes

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  9. ability to pass the document to On Hold status

    4 votes

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  10. So like in photoshop, when you hold shift it locks it on the horizontal axis or the vertical axis, so this would help massively when trying to align a check box with two different points. As when your trying to align a check box or any other box it goes a bit crazy with the snapping, it would make it cleaner and much more accurate to align multiple boxes.

    3 votes

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  11. ability to add a rule to change from viewed to completed

    3 votes

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  12. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    7 votes

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  13. 2 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  14. Podio CRM integration

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. Have the pricing table tax automate based on a zipcode within the document

    7 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  16. It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!

    5 votes

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  17. Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required

    6 votes

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  18. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. a storage for completed documents without making it as a draft

    11 votes

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