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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. 1 vote

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  3. Our contracts are being signed by our clients as well as our management. We would like to be able to differentiate between the internal and external recipients/signers with an additional document status and individual messages for each recipient.

    1 vote

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  4. wants to sign completed docs with adobe esign

    1 vote

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  5. stop the email/reminders on the recipient's end

    1 vote

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  6. Integration with JazzHR

    1 vote

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  7. A feature to add users who may need to download a completed document that aren't in the signing or sender parties.

    1 vote

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  8. Ability to add the Fontawesome icons to documents/template

    1 vote

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  9. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
    I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.

    1 vote

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  11. Option to download signed doc as JPEG

    1 vote

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  12. 1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  13. Native integration with Daylite CRM

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. system to detect that a quote name already exists, so it gives us an alert or something

    1 vote

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  15. Point form such as
    1.
    1.1
    1.2

    2.
    2.1
    2.2

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  16. Option to have no placeholder for fillable fields (leave blank)

    1 vote

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  17. This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.

    We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.

    1 vote

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  18. automatically bold/italicize once the signing party inputs value

    1 vote

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  19. adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally

    1 vote

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  20. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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