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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6699 results found

  1. Variable for "approved dated" to be effective date of the contract.

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  2. Ability to limit account users from creating tags.

    2 votes

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  3. Ability to download the documents to a local storage automatically on the daily basis.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. For example, for recipients who prefer to print out a PDF of a document to read it on paper, it is hard to read the description for items in a pricing table when the text is greyed out because the optional item feature is enabled for the pricing table.

    2 votes

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  5. Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.

    2 votes

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  6. 2 votes

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  7. 2 votes

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  8. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. We use PandaDoc to sign documents with contractors, vendors, etc. Typically someone from the team prepares the contract and then the management (often me) gets an email with a request to sign, sign it and that's it.

    The problem is, that there is no way for management to verify, who actually created the contract. There is just the name of that person but no email! This creates a simple attack vector - anyone with PandaDoc can now change their name to match someone from another company, create an arbitrary contract, send it to some person from that company and have…

    2 votes

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  10. Add questions before the form about recipient to gather data before the recipient begins filling out a form.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. Modify Billing notification on payment subscription

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. 2 votes

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  16. It's easy to get confused as to which section you are in the document process (template vs document creation vs approving vs signing). I think this could be fixed by having a different background color or other differentiation for the pages other than the item location in the top left corner.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  17. The dollar sign is not associated with the token in the tokens list with the [Deal.Amount] variable for example.

    2 votes

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  18. 2 votes

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  19. 2 votes

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  20. By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    2 votes

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