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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. I need to use a signature jpg for signing documents and find it very inconvenient (and time-wasting) having to navigate my local drive to locate the signature image every time I need to execute an agreement. We don't like using the generic font signature as it looks unprofessional.

    Why not include an option to store one signature image for every paying account holder that can be selected during the signing workflow? This would save a lot of time and frustration and the final executed agreements would look far more professional if more people leveraged this option.

    1 vote

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  2. I have the same type of categories of people repeatedly signing extensive documents. If I could assign a category to signature boxes then I wouldn't have to individually assign each entry. I could assign each person signing to something like "client", "parent/guardian", "company representative", etc. That would allow my preset signature categories to assign each entry to the appropriate person.

    1 vote

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  3. It would be great if you could set your preferred date layout in settings. In countries other than USA, we use day first, then month. It's frustrating to have to change it manually every time, in every document.

    1 vote

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    Released  ·  Valeria Pochapskaya responded

    Hi there!
    This option is available in Settings > Settings > Default date field format. Please note that this will affect only documents/templates/forms that are created after the change is applied.
    Hope this helps! For more information please reach out to our Support Team :)

  4. would like to able to insert PDF docs in all areas of the Pand Doc. AS option to PNG

    1 vote

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  5. workspace invite link for paid plans

    1 vote

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  6. 1 vote

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  7. Integrations: Support custom product fields in Pipedrive

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  8. different colors for signer's icons

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  9. Save PandaDocs as word

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  10. option to cancel or void viewed doc

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  11. 1 vote

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  12. The ability to place images and text side by side in EV2 without putting it in a table

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  13. Have links present within the PDF before upload remain within the PandaDoc

    1 vote

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  14. check mark/color change : if a doc has been downloaded??

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  15. 1 vote

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  16. More fields in template embedding to gather information from clients

    1 vote

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  17. When you open a document, to have the red color for the orb of the person, who hasn't signed, and the green color for the orb of the person, who has signed so that you don't have to click on each recipient every time

    1 vote

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  18. 1 vote

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  19. "When viewing the webhook history it takes a very long time to view the latest webhooks that were just ran. The webhook history has dates from 2018 to present day. Can a feature be added to the webhook history to view a date range or be able to page through the history?"

    1 vote

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  20. Endpoint to return profile for access token.

    1 vote

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