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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. Highlight changes for approvers - this will be a quality of life update for most customers. They would be able to quickly see what has been changed on a document in order to move through an approval workflow that much faster.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. Option for a Custom Role with no document editting feature have option to add a Collaborator

    3 votes

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  3. 3 votes

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  4. 3 votes

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  5. Can we have a stamp instead of certificate page. We have to upload signed documents to State website and currently we are uploading along with the certificate. If we can have stamp on the document by signatures with a certificate number on it and if needed in future we can access the certificate with that number, this way we don't have to upload a certificate with each and every document.

    3 votes

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  6. We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.

    3 votes

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    • Will allow the user to generate a payment link
    3 votes

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  7. Ability to track multiple payments on one contract.

    3 votes

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  8. To use a Google Docs document as template, but keep this sync for any changes. So if we change the Google Document, that the template within Pandadocs is up to date.

    3 votes

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  9. Automatically add variables to a newly created template

    3 votes

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  10. At the moment, we can only highlight the text inside the text block ( content block). Please include this feature in the text field ( fillable field)

    3 votes

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  11. Merge several tables into one

    3 votes

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  12. Ability to send documents with unresolved suggestions.

    3 votes

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  13. Receive an email or text if there are new implemented feature changes/updates.

    3 votes

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  14. add and design frames for image content block

    3 votes

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  15. Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
    example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
    As of now, it's too many steps to click and export a report.
    He'd like to have an actionable item from that screen as well.

    example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.

    3 votes

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  16. Have the ability to filter documents by contacts.

    3 votes

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  17. Pricing table columns to reflect pricing with/without discount

    3 votes

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  18. 3 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.

    3 votes

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