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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. sign with an Apple pencil

    1 vote

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  5. The option to see the progress while importing catalog products, rather than just receiving an email once the action is complete.

    1 vote

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  6. HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field

    1 vote

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  7. option to delete pages and insert page breaks using the mobile app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  8. Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).

    1 vote

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  9. Ability to resize and move the editor toolbar

    1 vote

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  10. Notify account owner when an integration is not working.

    1 vote

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  11. 1 vote

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  12. The option to see how many fields were assigned to a specific recipient.

    1 vote

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  13. 1 vote

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  14. Ability to adjust some products within the pricing table so they are visible, but are not calculated.

    1 vote

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  15. Make our notary journal available for uploads to have all documents and files from any jobs done on panda or elsewhere in one place. Also to upload docs button to add to the file. And make it available on mobile devices as well.

    1 vote

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  16. Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  17. Remove some default filters in the document list.

    "We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."

    1 vote

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    • will allow the user to hide specific column on the pricing table once sent only but the column is unhide on sender's view
    1 vote

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  18. template with table of contents sample only for template gallery

    1 vote

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  19. Will allow the user to import Product bundle from the CRM

    1 vote

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