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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6932 results found

  1. right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    8 votes

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  2. After a contract has been signed, I'd like to be able to go back and look at prior versions of it -- ie, view the version prior to the final revision that was signed

    8 votes

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  3. Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    8 votes

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  4. Option to use API to edit a document

    8 votes

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    0 comments  ·  API  ·  Admin →
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  5. A customer observed that PandaDoc auto-saves only when a new area of the document is selected. It would be helpful to have auto-save after (nearly) every keystroke, similar to GoogleDocs.

    8 votes

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  6. Ability to set default font for each heading

    8 votes

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  7. Ability to arrange and set a header and a footer that will be applied for each newly created template.

    8 votes

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  8. It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)

    8 votes

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  9. Mark documents as read in the app to stop getting irrelevant notifications

    8 votes

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  10. 8 votes

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  11. Ability to choose the language according to the recipient.

    8 votes

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  12. Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    8 votes

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  13. Recipient should be able to still view the document after expiration

    8 votes

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  14. Add the ability to make a field read only

    8 votes

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  15. Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one

    8 votes

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  16. hide the document sequence from the recipients, i.e. they should see the doc name only not the sequence.

    8 votes

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  17. It would be very convenient if there was a possibility to see how the document would look on mobile Public View.
    Sometimes the web version can differ from the mobile one so in order to check it, currently, users need to send it to themselves. Perhaps, something like Chrome Dev Tool( where you can see how the page adjusts to the screen size) might work

    8 votes

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    1 comment  ·  Mobile  ·  Admin →
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  18. average time spent per page that recipients spend on all documents created from 1 template

    8 votes

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  19. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  20. A one-click sign all button

    8 votes

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