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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  ·  Forms  ·  Admin →
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  2. 2 votes

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  3. 2 votes

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  4. Option to sent Form notifications to a specific email (not to the sender or user in the workspace)

    2 votes

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  5. 2 votes

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  6. can you create a chat box where the signers who are in the middle of a notary session can chat with each other in case they have a question or want to let them know some thing important while conducting the notary session

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  7. The option to track how many documents are yet to be completed, based on the catalog items/option to see that you have x number of items in documents that have not yet been accepted.

    2 votes

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  8. upload signature to content library so they won't have to upload form local files

    2 votes

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  9. I have a requirement to query granular form-filled data. eg. a form is filled and when it is submitted, I need to be able to query a database of the formfill data. So if there is a field on a form such as bloodPressure, I can run an sql query along the lines of:
    SELECT bloodPressure from IntakeForm
    where formFilledYMD >= <someDateRangeStart>
    and formFilledYMD < <someDateRangeFinish>

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Ability to resend a document to a specific email address that was changed/corrected in contacts instead of re-sending it to all of the recipients and having them sign again.

    2 votes

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  11. Two different products in Salesforce (Standard Product and Add-on Product). When creating a contract in PandaDoc, the pricing table should display these products as one which can be called Standard Product with an add-on.

    2 votes

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  12. If I have a custom variable of [dog name] and I use it 50 times in a template.... but then I need to change it to [cat name]..... I have to create a NEW custom variable and then do 50 replacements. I want to just be able to EDIT [dog name] and see that change automatically in my already placed variable.

    2 votes

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  13. Option to remove the total amounts in the workspace activity dashboard (the amounts at the bottom of every box in the workspace activity)

    2 votes

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  14. We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.

    2 votes

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  15. 2 votes

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  16. When a user makes changes to a template, it has to go through an approval workflow first before the template is saved

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  17. send a document to 1 signer first then send the document to the rest of the signers after the 1st recipient signs the document

    2 votes

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  18. Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

    2 votes

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  19. ability to choose a catalog item to populate the rest of the info on the slide

    2 votes

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  20. ability to add a gradient design to the table

    2 votes

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