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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2993 results found

  1. Ability to resize and move the editor toolbar

    2 votes

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  2. I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?

    4 votes

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  3. Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.

    So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.

    13 votes

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  4. 2 votes

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  5. The option to see how many fields were assigned to a specific recipient.

    3 votes

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  6. Ability to adjust some products within the pricing table so they are visible, but are not calculated.

    1 vote

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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!

  7. Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.

    7 votes

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  8. Will allow the user to import Product bundle from the CRM

    5 votes

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  9. Ability to change the location of the product image in the pricing table.

    2 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!

  10. 2 votes

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  11. Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.

    3 votes

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  12. ability to resize the optional item check box in the pricing table

    3 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!

  13. export the template details into a spreadsheet

    5 votes

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  14. Ability to download eForm as PDF to share to other users.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. 4 votes

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  16. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    16 votes

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  17. Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.

    6 votes

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  18. Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    18 votes

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  19. 5 votes

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  20. 4 votes

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