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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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  2. Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Ability to have optional signatory in forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Allow a Product/Catalog Item to have a fixed fee and also an annual fee. Certain products we sell are sold with a fixed fee and recurring fee. The only way around this is to have two products with the same name. Also currently there is no option to distinguish between items that are one time fee and others which are annual fee when doing the pricing table.

    2 votes

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  5. add shipping fees, packaging costs, rental fees, deposits, etc.

    2 votes

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  6. Current problem: When signing a contract from your mobile device, it can sometimes be very difficult to use the finger to click on the initial field or the signature fields and get it to react.

    Current workaround: Zooming in on the document so that the field becomes bigger and then it reacts.

    Suggested change: Format mobile site to provide reaction to using your finger to sign without having to zoom in.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  7. Be able to have SKU under the description of products rather in a separate column in a pricing table.

    2 votes

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  8. A simple, unintrusive banner that can be turned on or off at the bottom of forms where it clearly shows the mark - HIPAA Compliant.

    2 votes

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  9. Ability to disable SSO for certain workspaces within a single PandaDoc organization.

    2 votes

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  10. Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  11. permission to access reporting for Member role

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Have variables set up at the Organization level, not just the User and ticket level.

    2 votes

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  13. multi-year template should be added in template gallery

    2 votes

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  14. The side bar in PandaDoc (showing Dashboard, Templates, Documents, etc) is black and the icons are almost invisible on it so you have to slide the cursor down to see the text pop up. It would be nice if there were more contrast to it. Due to the graphics program I use, I have to keep the gamma on my monitors dark, but even when I pull the screen onto the “normal” one, they are pretty much invisible.

    2 votes

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  15. Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.

    2 votes

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  16. 2 votes

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  17. Show workspace ID to the response of Get document details call

    2 votes

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  18. Google analytics integration.

    2 votes

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  19. As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. 2 votes

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