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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6307 results found

  1. Be able to sort by a specific year or month.

    2 votes

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  2. When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.

    2 votes

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  3. A block which allows to draw in it; a function to draw images in the templates/documents.

    2 votes

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  4. Have the ability to import new Users via a CSV

    2 votes

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  5. receiving email updates when people in my company joins panda doc

    2 votes

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  6. Create a document level or system level custom field/variable so users can store their own internal ID or information.

    2 votes

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  7. Option to export the list of expiring soon documents

    2 votes

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  8. Would like the option for the recipient to manually notify the sender of document completion.

    2 votes

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  9. In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality

    2 votes

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    0 comments  ·  API  ·  Admin →
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  10. 2 votes

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  11. Ability to create graphical objects within the editor.

    2 votes

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  12. In case the document was sent with an incorrect contact information (first name or last name of the signatory), the signatory needs to have an option to verify their first and last name when they receive the document and be able to change it before signing the document, in case of a typo.

    2 votes

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  13. Page break - allow space settings untherneath header section and above footer section for better perceived quality with automatic page breaks. Currently many users are adopting workaround with manual page breaks and inserting text space object.

    Today automatic page break is almost of no use.

    Adding this simple feature would allow enhanced productivity and more easy user adoption for multi-page documents.

    Easy solution would be to provice setting for empty space line in the header and footer sections.

    2 votes

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  14. Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Client would like a person in the approval group to be able to suggest edits, but still be able to approve the document at the end of the workflow. Current if you're a collaborator you're unable to also approve a document. Instead of listing the same email for collaborator and approval group (and more importantly to eliminate the approval email that goes out) the client would like the collaborator to be able to suggest edits and then approve the document on the spot without further next steps post suggesting edits.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  16. The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.

    2 votes

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  17. duplicate folders for catalog

    2 votes

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  18. option to assign users to view a specific template only

    2 votes

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  19. 2 votes

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  20. 2 votes

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    0 comments  ·  Other  ·  Admin →
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