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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7406 results found

  1. It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document

    9 votes

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  2. Option to Remove AMEX as payment option for authorize.net

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  3. Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    2 votes

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  4. 2 votes

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  5. ability to add adobe fonts

    21 votes

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  6. 2 votes

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  7. DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.

    5 votes

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  8. filter Activity Data by Template Type

    3 votes

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  9. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. I have a quick question, can I re call an email i have sent by panda?

    21 votes

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  12. when a form is completed, can I choose who receives the response

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  13. Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…

    1 vote

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  14. Integration with Service Titan

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    9 votes

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  16. in-person signing for forms

    22 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  17. ZIP code UK format or International in the Text Field

    7 votes

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  18. Ability to reveal hidden columns such as SKU’s, COST, TAX, after document has been completed by recipient. Not looking to be able to edit the document but rather just to view the hidden column information.

    25 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!



  19. It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.

    Perhaps an addition to this area?

    10 votes

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  20. Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data

    2 votes

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