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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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    • Will allow tuser to view the signers of the forms sothat they can edit the title of the forms with our accessing it one by one
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    0 comments  ·  Forms  ·  Admin →
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  1. It is really hard to grab the move boundary line between and image or text block that are next to each other. Super annoying

    1 vote

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  2. Pricing of one item is linked to the other. FOr example, if a customer selects that they want more units of a product, a different set up fee is automatically adjusted

    1 vote

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  3. When adding a new approver they can't update any document that was created prior to the change. This creates a bad experience where a new doc needs to be created via the template or the new approver can't approve. This creates a bad experience for the internal team and adds a delay for the recipient.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  4. Create functionality in the Dynamics CRM integration to trigger a notification from CRM that can be sent to customer via e-mail

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. For example, a document has 10+ pages and a user wants to save a specific section of pages together into the Content Library. Right now, users have to add pages to the Content Library individually and then add them all to one document and then add that document to the Content Library.

    1 vote

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  6. Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  7. to create a template that can be signed in real time and not sent via email to someone.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Scratch is universally accepted in the veterinarian field and would be of value as an effortless payment option for clients.

    1 vote

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  9. I had a document that I deleted because it was part of a demo and kept sending notifications to a customer continuously every two days. I then deleted it from the trash because it kept sending these notifications despite being deleted.

    Despite deleting it from the trash, the recipient still received notifications related to the document. Can you please make this document stop sending notification emails/reminders to recipients

    1 vote

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  10. When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not to the separate section, so there's no need to open it each time.

    1 vote

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  11. Hi there,

    I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.

    I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?

    1 vote

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  12. 1 vote

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  13. Landscape view in Phone App

    1 vote

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    1 comment  ·  Mobile  ·  Admin →
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  14. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  15. Title to appear twice inside the document automatically without adding another variable

    1 vote

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  16. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Do not deactivate webhook automatically even if HTTP 4xx client errors occur

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  18. Download multiple documents (document folders) directly to computer

    1 vote

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  19. type the first letter to search through the list of the countries in the country code selection during the recipient verification instead of scrolling down to find the country

    1 vote

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