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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7117 results found

  1. Enable signing with My ID, My Bank ID or My Swedish ID. These are all examples of national eID or digital identity solutions widely used in Nordic countries.

    25 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  2. Be able to add an additional header to a pricing table similar to a section title. Right now, the top header is the columns for the products and it can't be adjusted.

    25 votes

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  3. 25 votes

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  4. 25 votes

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    3 comments  ·  Forms  ·  Admin →
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  5. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    25 votes

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  6. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    25 votes

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  7. Allow Search cross workspaces for documents

    25 votes

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  8. 25 votes

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  9. Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  10. In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    25 votes

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    Hi. 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!

  11. when adding file the page header and footers are not applied. Do you have a solution for this?

    25 votes

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  12. Track Changes (inline commenting, tracks who made changes and past versions)

    25 votes

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    Hi. 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!

  13. Documents via link sharing should only be accessible to the intended recipient.

    25 votes

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  14. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    25 votes

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  15. Currently, when you upload a PDF with form fields, the fields will be added to the PDF document but, will be set as not required.

    Would like to have the ability to choose whether these are default added as required or not required.

    24 votes

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  16. Highlight the changes made to a document/template in the version history

    24 votes

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  17. Smart content: more than one rule, for example, "AND" conditional rule

    24 votes

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    3 comments  ·  Other  ·  Admin →
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    Hi. 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!

  18. Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    24 votes

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  19. Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.

    24 votes

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  20. pass line items formatting from hubspot

    24 votes

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