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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Currently we pre-sign with a .PNG signature before sending it out to many signers, but the document certification only shows one of the signers at the end. It would be incredibly helpful to be able to generate the document and be able to add a legal pre-signature so both signers appear in the certification.

    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!

  2. The ability to add tabs inside of rooms aside from the ones already generated i.e documents&files tab

    8 votes

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    1 comment  ·  Rooms  ·  Admin →

    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!

  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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    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!

  5. 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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  6. Ability to have a variable for the current date

    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. Ability to restore templates

    8 votes

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  11. 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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  12. 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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  13. Required option for Quote Builder - similar to fillable fields

    8 votes

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  14. Option to switch off "Collaborator requests access" notification for Admin users.

    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 →
  17. face verification/identification similar to recipient verification

    8 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  18. 8 votes

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    Released  ·  Valeryia Baranava responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
    Redlining.

  19. disable the ability for the recipient to decline a document

    8 votes

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  20. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    8 votes

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