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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Currently, the signing order can only be set within the template, but we want to use different pre-selected content blocks for different numbers of signatories. Can the order option be added to pre-selected content? Currently, the only option is to add roles, which all receive the doc at the same time.

    1 vote

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  2. 1 vote

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  3. It would be great to have a concise statement or graphic that shows how to download the document and assign new signers that we can add to the footer or main section of our messages.

    1 vote

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  4. Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    1 vote

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  5. 1 vote

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  6. Sometimes I need numbers only response, and not a typed word.

    1 vote

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  7. 1 vote

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  8. Ability to add radio buttons to the starting log in form while accessing the PandaDoc form (in order to populate the info from the radio buttons chosen via logging in into corresponding variables.

    1 vote

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  9. 1 vote

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  10. a way to use a 'checkbox' field in a template that can be clicked/unclicked when reviewing the doc rather than by a signer

    1 vote

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  11. If:
    -Template theme doesn't have a background image
    -Page of the template where conditional smart content block is placed doesn't have a backround image

    Then
    -Be able to pull the background image of the CLI for the page in the resulting document

    1 vote

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  12. when writing up a contract with start dates and end dates.. it would be cool if we can add the DATE block where a calendar actually populates and we can see the dates - helps if we want to see if the date is on a weekend.

    1 vote

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  13. do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

    1 vote

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  14. apply logo only on certain pages

    1 vote

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  15. System will fill out automatic HEX code

    1 vote

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  16. Allow users to adjust the size of a checkbox or any type of field in one go.

    1 vote

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  17. The way we are set up, I have to change the source document for every document I send. When bundling came in, this added an extra click even though we don't bundle docs.

    With the most recent change, I now have to click on the "show documents" button EVERY SINGLE TIME I need to send a document for signing. They used to show by default. I contacted support and was told this was changed to "enhance the application". When I asked HOW it enhanced the application, I was told it was to "make it look more user-friendly". It might look…

    1 vote

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  18. Ability to change the default font of a link when sending a document via link so the font of the link doesn't need to be edited in the email.

    1 vote

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  19. Option for text block to spill over on another text block on the same page once theres no more room on the initial text block. same as 2 column layout in WORD

    1 vote

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  20. 1 vote

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