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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    2 votes

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  3. Creation of multiple documents via uploading files at once within PandaDoc app.

    2 votes

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    1 comment  ·  Mobile  ·  Admin →
  4. 2 votes

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  5. Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
    MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
    Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.

    2 votes

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  6. 2 votes

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  7. 1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
    2) Proposal & Template Design Services.

    2 votes

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    Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.

    If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.

    We’d love to work with you to optimize PandaDoc based on your specific business needs. 

  8. Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    2 votes

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  9. live sync with Google contacts

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  10. Ability to set the default font on the account level.

    2 votes

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    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to select a default theme (font) on your account level is already available within the system. Here’s a video guide on how to access the option:

    https://share.getcloudapp.com/llu6qNKe

    Many thanks for your time! Have a wonderful day!

  11. Recipient should be able to create a handwritten signature instead of the regular one offered.

    2 votes

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  12. It would be great if the product taxes can be populated to the pricing table in the PandaDoc document.

    2 votes

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  13. Have HR systems integration, preferable Bambu HR

    2 votes

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  14. Ability for other roles to accept the redlining suggestions

    2 votes

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  15. Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

    However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's…

    2 votes

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    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to disable the promotional notification on the recipient's end is already available within the system. You can refer to Settings > Workspace Settings > Scroll down to Other Settings > Uncheck "Show promotional window upon document completion" > Save: https://share.getcloudapp.com/eDulGvdv

    Many thanks for your time! Have a wonderful day!

  16. the UF currency must have two decimal places. Please correct as soon as possible

    2 votes

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  17. This is a very simple thing but when I want to reorder the Signing Order, I have to click to the left of the names to drag and change the order.

    A great improvement would be allowing the user to just click on the name and drag so I don't have to "click snipe"

    2 votes

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  18. Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce

    2 votes

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  19. If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.

    2 votes

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  20. ability to rename a document when when on viewing mode (opened document)

    2 votes

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