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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6799 results found

  1. save initials in the account like signatures

    10 votes

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  2. I need that the signer info and timestamp will be displayed under (or below) the signature. I have multiple signers in each document and this is important to differentiate the signatures

    10 votes

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  3. 10 votes

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  4. It's set randomly now for every new contact.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  5. PanadaDoc App - PipeDrive App Integration.

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Scroll-down small field (to put a lot of text to scroll down).

    10 votes

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  7. Email signature block.

    10 votes

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  8. 10 votes

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  9. As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.

    9 votes

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  10. Option for recipient to approve or decline the document from the email they receive

    9 votes

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  11. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    9 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Ability to change each individual background color for quote builder

    9 votes

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  13. Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.

    9 votes

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    1 comment  ·  Payments  ·  Admin →
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  14. For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
    I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.

    9 votes

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  15. PandaDoc desktop app

    9 votes

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  16. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  17. enable and manage approval workflow on document level instead of having to set this on the template level.

    9 votes

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    2 comments  ·  Approvals  ·  Admin →
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  18. Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com

    9 votes

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  19. Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.

    9 votes

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  20. It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…

    9 votes

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