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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. At this time, when uploading a PDF and using Field Tags, the user is asked to assign a recipient when uploading the PDF and then click 'Assign All' to assign the recipient to all of the fields. Can it be possible to have the fields auto-assign and not have to click 'Assign All'?

    1 vote

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  2. 1 vote

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  3. Currently it is possible to import only a csv that contains up to 2 decimals in the price column. The feature request is to extend this number of decimals to three

    1 vote

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    • Will allow tuser to view the signers of the forms sothat they can edit the title of the forms with our accessing it one by one
    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  4. Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.

    With DocuSign,…

    1 vote

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  5. It is really hard to grab the move boundary line between and image or text block that are next to each other. Super annoying

    1 vote

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  6. When adding a new approver they can't update any document that was created prior to the change. This creates a bad experience where a new doc needs to be created via the template or the new approver can't approve. This creates a bad experience for the internal team and adds a delay for the recipient.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  7. Create functionality in the Dynamics CRM integration to trigger a notification from CRM that can be sent to customer via e-mail

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. For example, a document has 10+ pages and a user wants to save a specific section of pages together into the Content Library. Right now, users have to add pages to the Content Library individually and then add them all to one document and then add that document to the Content Library.

    1 vote

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  9. Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  10. to create a template that can be signed in real time and not sent via email to someone.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. Scratch is universally accepted in the veterinarian field and would be of value as an effortless payment option for clients.

    1 vote

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  12. I had a document that I deleted because it was part of a demo and kept sending notifications to a customer continuously every two days. I then deleted it from the trash because it kept sending these notifications despite being deleted.

    Despite deleting it from the trash, the recipient still received notifications related to the document. Can you please make this document stop sending notification emails/reminders to recipients

    1 vote

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  13. When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not to the separate section, so there's no need to open it each time.

    1 vote

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  14. Hi there,

    I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.

    I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?

    1 vote

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  15. Landscape view in Phone App

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    1 comment  ·  Mobile  ·  Admin →
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  16. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. Title to appear twice inside the document automatically without adding another variable

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  18. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. type the first letter to search through the list of the countries in the country code selection during the recipient verification instead of scrolling down to find the country

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