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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. I don't use the advanced document creation features... just signing (at least for now) and I'd love it if there was a paid version (in the ~$8-9/month range) that placed it below the essentials plan, and on par with other esign apps, including advanced signing-only features (audit trail, Zapier, custom branding, etc).

    3 votes

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  3. Often a client needs to approve a document before it can be sent to their boss (the person signing on behalf of the company).

    The "document forwarding & signature forwarding" options are not only very confusing to a lot of clients but also confusing for internal approval flows (i.e. there is a signer appointed to a document that is not eligible to sign on behalf of the company).

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  4. Can add a shape to a background color, to make it more customizable. For example, rounded ends on the background color for text.

    3 votes

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  5. The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Hi! It would be great to get a feature by which you could incorporate signatures from other docs to a certain PandaDoc. Sometimes, for schedule-reasons there are several copies of the same doc being sent to signatories who may wish to sign via different techniques (via email as PDF, hard copies and so on). This leads to multiple duplicates of the signature page being attached manually to the final doc, each of the pages containing one signature only. Therefore, it would be great if PandaDoc supported incorporating signatures to the one and the same PandaDoc, even though the signatures would…

    3 votes

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  7. Please allow file upload objects to be assigned a merge-field tag so we can pass in file(s) from form data submitted by user on our website when creating a document.

    Currently this is only possible with text fields, etc.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. 3 votes

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  9. How to make suggest edits available for other blocks besides text blocks?

    3 votes

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  10. To be able to change the email on account in the app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  11. 3 votes

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  12. 3 votes

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  13. I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.

    3 votes

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  14. manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level

    3 votes

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  15. As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.

    3 votes

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  16. 3 votes

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  17. should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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  18. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    3 votes

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  20. (info about participants linked to a deal object, for instance)

    3 votes

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