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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6903 results found

  1. Allow approval workflow in bulk sends

    2 votes
    0 comments  ·  Approvals  ·  Admin →
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  2. When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…

    2 votes
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  3. Option to setup a custom email message when sending another document via Automation

    2 votes
    0 comments  ·  Automations  ·  Admin →
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  4. Is there anyway to automate an upload of a signed contract PDF automatically into the Monday CRM?

    That would save us so much time of data backup!!

    2 votes
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  5. Ability to filter documents by the signing order progress.

    2 votes
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  6. It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.

    We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.

    2 votes
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  7. margins - option to apply margins across entire page or document/template

    2 votes
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  8. Option to have superscript in the Product catalog

    2 votes
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  9. Having the ability to copy an image from Excel and add it to the image block without heavily impacting image quality.

    2 votes
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  10. Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)

    2 votes
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  11. create a document in PandaDoc via PDF upload

    2 votes
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  12. As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites

    2 votes
    1 comment  ·  Automations  ·  Admin →
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  13. 2 votes
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  14. Change the field type, i.e. changing the signature field to a text field

    2 votes
    1 comment  ·  API  ·  Admin →
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  15. A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application

    2 votes
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  16. set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)

    2 votes
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  17. remove/turn off the "most recently used" templates option in Pipedrive

    2 votes
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  18. The ability to splice existing paragraphs in a document, similar to video or music editing software. This would allow users to easily add line breaks or page breaks within a paragraph.

    2 votes
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  19. Automatically apply the signer's name to the document completion notification

    2 votes
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  20. 2 votes
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