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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7126 results found

  1. Recipient should be able to still view the document after expiration

    8 votes

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  2. Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one

    8 votes

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  3. It would be very convenient if there was a possibility to see how the document would look on mobile Public View.
    Sometimes the web version can differ from the mobile one so in order to check it, currently, users need to send it to themselves. Perhaps, something like Chrome Dev Tool( where you can see how the page adjusts to the screen size) might work

    8 votes

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    1 comment  ·  Mobile  ·  Admin →
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  4. To have the option to save a product from the pricing table to the catalog for manually added products

    8 votes

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  5. average time spent per page that recipients spend on all documents created from 1 template

    8 votes

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  6. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  7. A one-click sign all button

    8 votes

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  8. Some customer's require storage to be localized exclusively within Canada

    8 votes

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  9. In addition to creating documents, customers would also like to create slideshow/ppt presentations

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Have an option to restrict duplicating of documents.

    8 votes

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  11. Client would like direct integration with freshworks

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  12. allow custom roles be approvers in workflows

    8 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  13. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    8 votes

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  14. An ability to pull the catalog items data through the variables into the document/pricing table

    8 votes

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  15. ability to resize the fields to smaller without hiding the data in pdf

    8 votes

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  16. Option to preassign a person to the primary recipient's role in Forms so that the recipients won't need to fill out their email in a Form similar to what is stated to template embedding option for Classic Editor
    https://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussionhttps://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussion

    8 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  17. Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. I have to type a paragraph or more into some variable fields each time I send an estimate. I realize that there are other text field options, but variable was used on purpose for formatting reasons. Please make the text box expandable so that I dont have to select and scroll back through the text each time I need to edit, its a nightmare!

    8 votes

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  19. For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)

    8 votes

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  20. Be able to see the document expiration date variable filled in document before sending

    8 votes

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