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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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    0 comments  ·  Other  ·  Admin →
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  2. Add a header background image

    2 votes

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  3. add GST currency ( Green Satoshi Token) to the document value

    2 votes

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  4. The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.

    2 votes

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  5. When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…

    2 votes

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  6. Automatically send access to a specific pandadoc room once a form (in our case, an NDA) is signed

    We want to use pandadoc for our data rooms to keep the NDA's/ data rooms for businesses on one platform

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  7. Ability to apply multiple themes in one document. For example, a different theme for one page in the template:
    In one of our templates we have some pages with a white background and some with a black. I think we were hoping to be able to apply a theme to one page, so we can have the design uniform - all the text on the black background would need to be a different color than the text on the white background.

    2 votes

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  8. Manually change the document status from completed to approved

    2 votes

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  9. Electronic check payments via PayPal (e-check)

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  10. Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.

    2 votes

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  11. Link the recipient signing link to the corresponding Salesforce opportunity

    2 votes

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  12. receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)

    2 votes

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  13. 2 votes

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  14. Option to make 2 rows as a header in the regular table so these 2 rows are shown on the new page in case of page break

    2 votes

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  15. Add signatures to notarized documents after the session has been completed. Use case:
    I am needing to notarize a document with two different humans who cannot sign together. I was planning on just having one sign the actual (long document) then have the second person just sign a page with a notary block. Is it possible to then add that last signature and notary block to the signed locked document?

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. 2 votes

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  17. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. We use iauditor by Safety Culture for our site audit reports. Can Safety Culture be integrated? What would be the cost? As per this link, it can be done https://zapier.com/apps/pandadoc/integrations/safetyculture

    2 votes

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  19. Ability to set additional parameters for the silent = true where it can allow the option to send out a PDF
    to the recipients even if the notifications are suppressed

    2 votes

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    0 comments  ·  API  ·  Admin →
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  20. Since there are API users and documents created via API, it would be great to have a custom role where members can view and edit only documents created by the API

    2 votes

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    0 comments  ·  API  ·  Admin →
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