Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Improve the Recipient view Call to action at bottom of signing experience. Black bar should not hard parts of the document.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  2. 1 vote

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  3. I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  4. 1 vote

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  5. Allow a small period of time between converting a completed document into a draft before requiring the user to send the document again. Basically, allowing them to change the status back to 'Sent' without the customer having to be notified.

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. the chat needs to have date and time, to track developments on a sheet for EV1

    1 vote

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  9. Be able to invite users to PandaDoc via text message.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  10. The notification that you are about editing the template.

    1 vote

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  11. The option to show all the drop-down menu items in PDF downloaded.

    1 vote

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  12. 1 vote

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  13. An ability to set a custom folder design within the documents/templates tab - to change the color from grey to any other color

    1 vote

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  14. Automated navigation bar. Below is an example of a navigation bar that includes the names of every page in the proposal document. Again, we have to manually update this each time we add/remove a page which when you have 30+ pages, means you have to update it 30+ times. Is there a way that we could build automation into the headers on each of our pages that will automatically update it on the left hand side?

    1 vote

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  15. Fee option in Ev1.

    1 vote

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  16. CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  18. 1 vote

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  19. 1 vote

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  20. support Payment block to carry over roles in API. For example, when the document is in awaiting for payment status, the send payment reminder settings in EV1 document is not available when the document is created via API even though the role who will pay is checked in the template level.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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