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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. 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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  3. 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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  4. Modify Billing notification on payment subscription

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. 2 votes

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  6. 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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  7. 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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  8. 2 votes

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  9. 2 votes

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  10. 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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  11. Ability to set a default value of a space for custom variables?

    2 votes

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  12. a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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  13. Adding multiple Images on a placeholder.

    2 votes

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  14. 2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  15. 2 votes

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  16. Integration with Dynamics 365 Jobs

    2 votes

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  17. to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders

    2 votes

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  18. We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.

    Basically, we want it to operate like an image on a Word document.

    2 votes

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  19. Can we enable support for adding the Receipt email address via API to existing documents because the same functionality is doable via User Interface

    2 votes

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    1 comment  ·  API  ·  Admin →
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  20. Once a payment is received in Stripe -- send client info to PandaDoc and create/send the contract to the client automatically.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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