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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. The decimals in unit prices in the volume-based pricing method with "," (e.g. 45,2), at the moment this is only possible to use a "." (e.g. 45.2)

    2 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as delimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!

  3. 2 votes

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  4. One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.

    2 votes

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  5. 2 votes

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  6. to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    2 votes

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  7. Creation of multiple documents via uploading files at once within PandaDoc app.

    2 votes

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    1 comment  ·  Mobile  ·  Admin →
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    Thank you for the feedback! 


    Bulk import allows you to upload multiple files at once. This helps simplify document creation and allows you to store your previously completed documents in PandaDoc. All files will be uploaded as separate documents to the selected folder in either Draft or Completed status.


    You can read more about it here: 

    https://support.pandadoc.com/hc/en-us/articles/9903483153175-Bulk-import-documents-to-PandaDoc

  8. 2 votes

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  9. 1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
    2) Proposal & Template Design Services.

    2 votes

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    Hi there,


    Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.

    If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.

    We’d love to work with you to optimize PandaDoc based on your specific business needs. 


    Have a wonderful day!


    Sincerely,

    Valeryia Baranava

    Product Team

  10. Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    2 votes

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  11. live sync with Google contacts

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Ability to set the default font on the account level.

    2 votes

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    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to select a default theme (font) on your account level is already available within the system. Here’s a video guide on how to access the option:

    https://share.getcloudapp.com/llu6qNKe

    Many thanks for your time! Have a wonderful day!

  13. Recipient should be able to create a handwritten signature instead of the regular one offered.

    2 votes

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  14. Have HR systems integration, preferable Bambu HR

    2 votes

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  15. Ability for other roles to accept the redlining suggestions

    2 votes

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  16. Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

    However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's…

    2 votes

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    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to disable the promotional notification on the recipient's end is already available within the system. You can refer to Settings > Workspace Settings > Scroll down to Other Settings > Uncheck "Show promotional window upon document completion" > Save: https://share.getcloudapp.com/eDulGvdv

    Many thanks for your time! Have a wonderful day!

  17. the UF currency must have two decimal places. Please correct as soon as possible

    2 votes

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  18. This is a very simple thing but when I want to reorder the Signing Order, I have to click to the left of the names to drag and change the order.

    A great improvement would be allowing the user to just click on the name and drag so I don't have to "click snipe"

    2 votes

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  19. If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.

    2 votes

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  20. ability to rename a document when when on viewing mode (opened document)

    2 votes

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