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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. The option to adjust the document's value under the Home Tab, rather than on the document level.

    1 vote

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  3. It would be really great to be alto to upload the Document.Value variable with a bulk send. We use that in our contracts to easily see the value of the contracts in the dashboard.

    1 vote

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  4. 1 vote

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  5. Improve the image quality of PNGs and JPegs. PandaDoc often destroys the quality of uploaded images.

    1 vote

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  6. Generate editable documents in Slack similar to how a CRM integration works.

    1 vote

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  7. Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).

    1 vote

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    0 comments  ·  API  ·  Admin →
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  8. Ability to set up a Default view for the Catalog, that way user can set up their own view and customize it to their liking so that it would show up the same every single time, they want to customize it by name or by item, item description, region, etc.

    1 vote

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  9. Have a content block that allows customers to connect to reviews websites (G2, Gartner PeerInsights, Google, etc), filter by their business and have content dynamically appear in documents according to certain rules (eg. no bad reviews). Something like what this vendor is offering: https://elfsight.com/widgets/

    1 vote

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  10. Option generate session ID for document in Waiting for approval status

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  11. The option to reconnect/transfer all the PandaDoc documents from the Pipedrive deals to Hubspot deals.

    1 vote

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  12. PandaDoc integration with Copper Mobile App

    1 vote

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  13. This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.

    Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.

    Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. The option to choose the Maldivian Rufiyaa (MVR) currency in the PandaDoc pricing table.

    1 vote

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  15. Add optional item in pricing table with Zapier

    1 vote

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  16. 1 vote

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  17. It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.

    1 vote

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  18. When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
    Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  19. 1 vote

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  20. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.

    1 vote

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