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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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3992 results found

  1. Ability to set document layout for all the uploaded documents.

    1 vote

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  2. Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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  3. 1 vote

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  4. An option to search and select tokens from HubSpot CRM on the PandaDoc side

    2 votes

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  5. show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom

    It is possible to select all the products only if you scroll down till the end

    https://pandadoc.zendesk.com/agent/tickets/435119

    1 vote

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  6. Legal validity of the documents generated / sigend through Pandadoc in Columbia

    2 votes

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  7. Prevent variables from moving once filled with data to avoid alignment issues.

    4 votes

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  8. Option to choose a document folder when create a document via Integromat

    1 vote

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  9. Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    1 vote

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  10. Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. 4 votes

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  12. Current problem: When signing a contract from your mobile device, it can sometimes be very difficult to use the finger to click on the initial field or the signature fields and get it to react.

    Current workaround: Zooming in on the document so that the field becomes bigger and then it reacts.

    Suggested change: Format mobile site to provide reaction to using your finger to sign without having to zoom in.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  13. To stay compliant with ESIGN/UETA --- PandaDoc displays all of the consumer consent content when capturing the electronic Signatures. However the content is hard-coded and defined by PD. Allow the user to define and system-wide setting that contains the content and then display during the Signature Capture process. Also, log the current wording text in the Audit Trail (in case it changes over time).

    3 votes

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  14. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    8 votes

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    0 comments  ·  Workflow  ·  Admin →
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  15. Would like to set up approvals based off of what team someone is on as well as what variables are pulled from the CRM into a document. For example, if someone from the Sales team can/should be exempt from the approval process set up because they are a manager or leadership position.

    2 votes

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    1 comment  ·  Workflow  ·  Admin →
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  16. When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    3 votes

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  17. a way to search for words appearing anywhere in the item record

    3 votes

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  18. Be able to have SKU under the description of products rather in a separate column in a pricing table.

    1 vote

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  19. 1 vote

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  20. We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    1 vote

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