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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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    0 comments  ·  Approvals  ·  Admin →
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  2. The ability to turn off or on the support chat window. We can also place it where it won't affect the user when using PandaDoc.

    1 vote

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  3. Attachments blocks that can be placed all over the document content, not only at the end of the document

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. It would be useful to be able to see documents which are needing action by the user, regardless of if the document was sent to the user from someone outside of their account. Currently, documents pending action need to be searched for through searching emails. It would be useful to have the account be a one-stop-shop including any documents that need to be completed.

    1 vote

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  5. Add custom field value to the general product list view in Catalog

    1 vote

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  6. 1 vote

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    0 comments  ·  API  ·  Admin →
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  7. To have the ability to edit a completed document from the recipients view.

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. Send multiple templates to multiple recipients within one click similar to how you're able to send multiple documents within one click

    1 vote

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  11. All our contracts are bilingual. It would be great to have a bilingual contract that divides up the page into two even sections.

    1 vote

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  12. Integration with PandaPay payment gateway

    1 vote

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  13. At this time, when uploading a PDF and using Field Tags, the user is asked to assign a recipient when uploading the PDF and then click 'Assign All' to assign the recipient to all of the fields. Can it be possible to have the fields auto-assign and not have to click 'Assign All'?

    1 vote

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  14. 1 vote

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  15. Currently it is possible to import only a csv that contains up to 2 decimals in the price column. The feature request is to extend this number of decimals to three

    1 vote

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    • Will allow tuser to view the signers of the forms sothat they can edit the title of the forms with our accessing it one by one
    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.

    With DocuSign,…

    1 vote

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  17. It is really hard to grab the move boundary line between and image or text block that are next to each other. Super annoying

    1 vote

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  18. When adding a new approver they can't update any document that was created prior to the change. This creates a bad experience where a new doc needs to be created via the template or the new approver can't approve. This creates a bad experience for the internal team and adds a delay for the recipient.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  19. Create functionality in the Dynamics CRM integration to trigger a notification from CRM that can be sent to customer via e-mail

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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