Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. make some fields mandatory on the template without assigning it as a signature field for the document creator. Otherwise the document creator will need to review the document after sending it even though he is the document editor

    1 vote

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  2. Variable Document.CreatedDate should be auto changed if there are any adjustments to the document after it was created

    1 vote

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  3. The ability to see what kind of device your recipient used when signing/opening the document

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  4. sort of HTML button where you can pick the color for inserting hyperlink

    1 vote

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  5. an ability to see the duration of a contract on a document as a pop-up

    1 vote

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  6. ability to see on the template/document level the name of the added Content library item

    1 vote

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  7. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. An ability to sort the rows in the table by numeric symbols or alphabetically

    1 vote

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  9. 1 vote

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  10. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  11. ability to add spreadsheet in the document

    1 vote

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  12. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. Ability to sync QBO Sales Tax amount to payment amount on PandaDoc document.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  14. 1 vote

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  15. Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed

    1 vote

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  16. 1 vote

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  17. add an option to insert a date field that will prepopulate the date for a signing date, update and allow users to preset their default font options for each account to safe having to alter everytime a new document is opened. the current default font Georgia does match any other basic document programs default something like Arial or calibri are defaults in MS Word and Adobe DC you should be trying to have default the same as other programs so file blend better and then have options so users that want a different font for some reason can change it…

    1 vote

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  18. Add a PACKAGE between Essentials and Business.

    Many businesses only need to capture binding signatures, tracking, and maybe templates (current or owned business templates).

    Our type of business has no need for content library, forms, catalog, or any of the integrations.

    A package with business branding, capture binding signatures, tracking, templates, and other basic features like the dashboard in between ESSENTIALS & BUSINESS around $25 would be a good package to promote.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  19. able to see approvers names when checking documents from the Documents list (dashboard)
    currently you can see only icons and the names when you click on the icon

    1 vote

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  20. Option to apply a discount to all the pricing tables at once

    2 votes

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