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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. Ability to populate approver's name via variable.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  3. Our sales team's VidYard URLs do not work with PandaDoc because we have custom VidYard URLs set up. It would be great custom URLs from VidYard were supported.

    2 votes

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  4. Mapping in API

    Option to map via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  5. Adding Mulitple Choice Options for Images. Maybe with Radio Buttons.

    2 votes

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  6. 2 votes

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  7. Ability to have optional signatory in forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Current problem: When signing a contract from your mobile device, it can sometimes be very difficult to use the finger to click on the initial field or the signature fields and get it to react.

    Current workaround: Zooming in on the document so that the field becomes bigger and then it reacts.

    Suggested change: Format mobile site to provide reaction to using your finger to sign without having to zoom in.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  9. Ability to disable SSO for certain workspaces within a single PandaDoc organization.

    2 votes

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  10. 2 votes

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  11. Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. permission to access reporting for Member role

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Have variables set up at the Organization level, not just the User and ticket level.

    2 votes

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    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  14. 2 votes

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  15. Show workspace ID to the response of Get document details call

    2 votes

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  16. Google analytics integration.

    2 votes

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  17. As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. 2 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!

  19. I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.

    2 votes

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  20. Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:

    2 votes

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