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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 9 votes

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  2. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.

    9 votes

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  3. currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    9 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    9 votes

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  5. Conditional feature for fields that will prompt the signer to choose if required or not required,

    9 votes

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  6. Option to hide the pricing table on specific recipient.

    • Will allow the sender/user to hide the pricing table to a specific recipient.
    9 votes

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  7. Documents in a bundle should be capable of being re-ordered.

    9 votes

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  8. Identify which documents are still waiting to be signed and email it as a report automatically

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. the default pricing table columns should work in the similar way as the cost column
    so you can set up it in the way so it will disappear automically and won't be visible to recipients

    9 votes

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  10. 9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. An ability to resize logo for the recipient's view

    9 votes

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  12. Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.

    9 votes

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  13. way to control, limit, or identify when a webhook is being sent for a test document vs a production one

    9 votes

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  14. the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

    9 votes

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  15. Ability to create multiple heading styles in a template

    9 votes

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  16. It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)

    9 votes

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  17. 9 votes

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  18. For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.

    9 votes

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  19. Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items

    9 votes

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  20. Signature cannot be placed until all required fields are completed

    9 votes

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