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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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    • add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
    8 votes

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  1. 8 votes

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    0 comments  ·  API  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.

    8 votes

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  3. Ability to remove a signer after the document has been sent

    8 votes

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  4. 8 votes

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  5. 8 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  6. My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.

    8 votes

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  7. Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    8 votes

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  8. Customer would like to change the pop up payment notification box or customize the wording

    8 votes

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  9. There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.

    Manually adding multiple initials to documents that are 30-50 pages is very time consuming.

    Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?

    8 votes

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  10. Resend document to approver/ "ping" or notify approver or send a reminder to approve the document

    8 votes

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    0 comments  ·  Approvals  ·  Admin →
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  11. Option to use mobile app in case you have EU server

    8 votes

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    0 comments  ·  Mobile  ·  Admin →
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  12. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    (now it's YYYY-MM-DD by default and there's no way to change it).

    8 votes

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  13. Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.

    8 votes

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  14. Required option for Quote Builder - similar to fillable fields

    8 votes

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  15. detect the documents of the deleted user in the document filter owner

    8 votes

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  16. Ability to add a phone number used for recipient verification to the signature certificate.

    8 votes

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    1 comment  ·  Other  ·  Admin →
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  17. The ability to use a different email per workspace within an account.

    8 votes

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  18. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.

    8 votes

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  19. Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.

    8 votes

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