Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. add an option to insert a date field that will prepopulate the date for a signing date, update and allow users to preset their default font options for each account to safe having to alter everytime a new document is opened. the current default font Georgia does match any other basic document programs default something like Arial or calibri are defaults in MS Word and Adobe DC you should be trying to have default the same as other programs so file blend better and then have options so users that want a different font for some reason can change it…

    1 vote

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  2. Add a PACKAGE between Essentials and Business.

    Many businesses only need to capture binding signatures, tracking, and maybe templates (current or owned business templates).

    Our type of business has no need for content library, forms, catalog, or any of the integrations.

    A package with business branding, capture binding signatures, tracking, templates, and other basic features like the dashboard in between ESSENTIALS & BUSINESS around $25 would be a good package to promote.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →

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  3. able to see approvers names when checking documents from the Documents list (dashboard)
    currently you can see only icons and the names when you click on the icon

    1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →

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  4. Allow to add document links (link-sharing) to the respective records, to make emaling them easier.

    1 vote

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  5. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →

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  6. At the moment by hovering it is possible to change only the width

    1 vote

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  7. Limit credit card options that customer can select from when using CC to pay invoice

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  8. Video integration with Dacast.com

    1 vote

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  9. disable data merge option by default in pricing table when salesforce is enabled

    1 vote

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  10. 1 vote

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  11. Sometimes large information fields are unnecessary to display and can cause recipient overwhelm we viewing the document i.e. terms and conditions, images.
    Can a feature like collapsable fields be considered?
    A heading, which can still appear in your document contents has an icon where a hidden field of information can be expanded or collapsed

    1 vote

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  12. Intergrations with ATS, (Paycor)

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  13. This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  14. 1 vote

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  15. 1 vote

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  16. Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft

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  17. Ability to delete logo

    1 vote

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  18. 1 vote

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  19. 1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  20. API Strongly typed language

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