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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I've noticed that if a form looks good (fill in boxes) on my desktop the mobile device will often look different. But then when you print it from the desktop the boxes will be off if you've made it to look proper on a mobile device. Having them the same across all platforms would help a lot.

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  2. decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.

    To have this:
    1. Level
    I.Level 1.1

    https://pandadoc.zendesk.com/agent/tickets/429771

    4 votes

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  3. automated escalation process for the approval of documents

    i.e. if the document is not approved in 24h, send the document to another approver

    4 votes

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    1 comment  ·  Approvals  ·  Admin →
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  4. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    4 votes

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

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  6. 4 votes

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  7. Ability to have Bulk send analytics results.

    4 votes

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  8. In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document

    4 votes

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  9. Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there

    4 votes

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  10. Trace uservoice requests - Would like to see all user requests for the company level (all users)

    Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.

    4 votes

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  11. It's be helpful for all user workflow efficiency to be able to "tab" to the next cell in a table to update the text.

    4 votes

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  12. Be able to remove the "Powered by PandaDoc" branding in recipient experience

    4 votes

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  13. 4 votes

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  14. Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    4 votes

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    1 comment  ·  API  ·  Admin →
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  15. Currently, there are limited options under Content Blocks, such as Text field, table, and pricing table. The issue that we are facing is that the document creator has too much flexibility to enter what they want in a text block. It would be very beneficial when they could select an option from a dropdown menu, which has been set up at template level. This also prevents issues with triggering smart content items based on the rules due to typos.

    4 votes

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  16. Option to link documents from PandaDoc to Active campaign

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. Subtotal options when working with multiple pricing table blocks - be able to tick some of the blocks and reflect their subtotals

    4 votes

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  19. 4 votes

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  20. 4 votes

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