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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7060 results found

  1. List all the documents, which require client's/mine signature

    1 vote
    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
    It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.

    1 vote
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  3. Allow offer for financing through Great America Financial. Finance calculation based on total quote.

    1 vote
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  4. Variable Document.CreatedDate should be auto changed if there are any adjustments to the document after it was created

    1 vote
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  5. an ability to see the duration of a contract on a document as a pop-up

    1 vote
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  6. 1 vote
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  7. 1 vote
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  8. add an option to insert a date field that will prepopulate the date for a signing date, update and allow users to preset their default font options for each account to safe having to alter everytime a new document is opened. the current default font Georgia does match any other basic document programs default something like Arial or calibri are defaults in MS Word and Adobe DC you should be trying to have default the same as other programs so file blend better and then have options so users that want a different font for some reason can change it…

    1 vote
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  9. Add a PACKAGE between Essentials and Business.

    Many businesses only need to capture binding signatures, tracking, and maybe templates (current or owned business templates).

    Our type of business has no need for content library, forms, catalog, or any of the integrations.

    A package with business branding, capture binding signatures, tracking, templates, and other basic features like the dashboard in between ESSENTIALS & BUSINESS around $25 would be a good package to promote.

    1 vote
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  10. 1 vote
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  11. At the moment by hovering it is possible to change only the width

    1 vote
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  12. Video integration with Dacast.com

    1 vote
    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. disable data merge option by default in pricing table when salesforce is enabled

    1 vote
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  14. 1 vote
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  15. Sometimes large information fields are unnecessary to display and can cause recipient overwhelm we viewing the document i.e. terms and conditions, images.
    Can a feature like collapsable fields be considered?
    A heading, which can still appear in your document contents has an icon where a hidden field of information can be expanded or collapsed

    1 vote
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  16. This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote
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  17. 1 vote
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  18. 1 vote
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  19. 1 vote
    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. API Strongly typed language

    1 vote
    Idea  ·  0 comments  ·  API  ·  Admin →
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