Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    33 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  2. Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    33 votes

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  3. Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    33 votes

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  4. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    32 votes

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  5. 32 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  6. Ability to change the color of the field

    32 votes

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  7. Auto-update templates/CLIs if the item is updated in Catalog

    32 votes

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  8. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    31 votes

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  9. 31 votes

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  10. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    30 votes

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  11. 31 votes

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  12. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    30 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
  13. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    30 votes

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  14. Have an option to change timezone of the application to AEST.

    29 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
  15. limit which templates / template folders a user can access

    29 votes

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  16. add image to table columns

    28 votes

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  17. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    28 votes

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  18. Ability to link non-draft documents to CRM records.

    26 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  19. Allow for information put into fields to be exported as a CSV or Excel file.

    26 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  20. The ability to have custom fonts outside of Google fonts in EV2.

    25 votes

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