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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 11 votes

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  2. Automatically align selected fields

    11 votes

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  3. enable/disable notifications setting via PandaDoc Mobile App

    11 votes

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    1 comment  ·  Mobile  ·  Admin →
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  4. Ability to restrict access to certain templates with password.

    11 votes

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  5. example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    11 votes

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  6. Ability to change the file location inside the document without leaving the document.
    Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

    11 votes

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  7. send doc bundles to different recipients:
    Ability to send the first document to one signer/signers and then second one to others, etc
    So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on

    11 votes

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  8. Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.

    11 votes

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  10. 11 votes

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  11. Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    11 votes

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    2 comments  ·  Automations  ·  Admin →
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  12. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  13. Custom QR code to our documents for recipients to use.

    11 votes

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  14. Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    11 votes

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  15. Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    11 votes

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  16. pass tokens HubSpot to PD forms

    11 votes

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  17. Integration with workday to allow for documents to be sent out of workday and tracked.

    11 votes

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  18. 11 votes

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  19. Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  20. Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!

    11 votes

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