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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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466 results found

  1. Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  2. Add eyedropper to color picker in the Template and Document Editor for selecting font and background colors from logos and images

    5 votes

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  3. Ability to choose the position of the signature certificate reference on a printed document (now it's at the bottom of the page by default)

    5 votes

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  4. 5 votes

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  5. label documents as wet signature completed

    5 votes

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  6. 5 votes

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  7. Automatic backup of documents and statistics.

    5 votes

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  8. Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  9. Filter contacts in PandaDoc based on contact info when adding as a recipient

    5 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  10. 5 votes

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  11. Disabling Save Template Prompt:

    Issue: The system prompts you to save a template after each sent message, which you find unnecessary.
    Suggestion: Implement an option to disable the automatic prompt asking to save messages as templates. This allows users who frequently use the same templates, or who prefer not to be prompted, to streamline their workflow.

    4 votes

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  12. Customer would like the ability to extract data from the actual content of the document

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  13. 4 votes

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  14. Ability to download the reporting as PDF or link that is viewable to others.

    4 votes

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  15. Ability to add a phone number used for recipient verification to the signature certificate.

    4 votes

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  16. 4 votes

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  17. download old versions of templates/documents without switching the document/template to its older version via version history

    4 votes

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  18. replace the PDF source file with API call.

    4 votes

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  19. Please add "Electronically signed and dated" to signature box so it appears on the actual document, many facilities require this feature and the signature certification page is not sufficient for them.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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    Hi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. Please add Japanese as an available language within the UI for clients. Thank you

    4 votes

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