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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6889 results found

  1. i.e the ability to change where certain buttons are placed like the download/print button.

    3 votes

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    • option for the user in adding Total cost in the pricing table
    3 votes

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  2. Option for a Custom Role with no document editting feature have option to add a Collaborator

    3 votes

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  3. Can we have a stamp instead of certificate page. We have to upload signed documents to State website and currently we are uploading along with the certificate. If we can have stamp on the document by signatures with a certificate number on it and if needed in future we can access the certificate with that number, this way we don't have to upload a certificate with each and every document.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  4. We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.

    3 votes

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  5. Ability to track multiple payments on one contract.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  6. To use a Google Docs document as template, but keep this sync for any changes. So if we change the Google Document, that the template within Pandadocs is up to date.

    3 votes

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  7. Automatically add variables to a newly created template

    3 votes

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  8. At the moment, we can only highlight the text inside the text block ( content block). Please include this feature in the text field ( fillable field)

    3 votes

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  9. Receive an email or text if there are new implemented feature changes/updates.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  10. add and design frames for image content block

    3 votes

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  11. Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
    example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
    As of now, it's too many steps to click and export a report.
    He'd like to have an actionable item from that screen as well.

    example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.

    3 votes

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  12. Pricing table columns to reflect pricing with/without discount

    3 votes

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  13. When status changed to Completed, generate a draft document. E.g. when a Quote template is approved, create a draft Invoice to be sent later.

    This would be useful for a lot of service-based businesses who invoice after work is complete

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. Show full description on why a credit card has been declined when paying for PandaDoc subscription instead of just showing failed

    3 votes

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  15. option to add timestamp near signature field

    3 votes

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  16. 3 votes

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  17. Would like to copy the workspaces and templates to another franchise.
    ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
    Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templates

    This could be scaled for enterprise accounts as they roll out to franchises and partners.

    3 votes

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  18. Will allow the user to set a password on the downloaded completed document

    3 votes

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  19. Here is a use case for a form with an optional second signer.

    Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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