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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. Ability to adjust some products within the pricing table so they are visible, but are not calculated.

    1 vote

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  3. Remove some default filters in the document list.

    "We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."

    1 vote

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    • will allow the user to hide specific column on the pricing table once sent only but the column is unhide on sender's view
    1 vote

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  4. Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).

    I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Ability to change the location of the product image in the pricing table.

    1 vote

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  6. 1 vote

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  7. Ability to modify Elastisearch especially if missed the first 2 starting characters wherein the system is not looking it up.

    1 vote

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  8. when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. Save eForm to content library

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. The ability to pass custom product fields into a pricing table on a Template instead of a Document using Salesforce

    1 vote

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  13. Client is requesting that we create an interface to help clients configure their SSO

    1 vote

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  14. It would be good if the template name that was used could be included in the audit trail

    1 vote

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  15. I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files

    1 vote

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  16. Ability to use recurring payments on template level (so all documents will inherit that recurring payments setting) without using product catalog

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  17. Ability to add a checkbox without the need to assigning a role.

    1 vote

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  18. Ability to use both passcode & sms verification at the same time on a document

    1 vote

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  19. 1 vote

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