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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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  2. A one-click sign all button

    8 votes

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  3. Ability to change and edit the expiration date/validity of a form template.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. The option/button to clear all the fields at once.

    8 votes

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  5. When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.

    8 votes

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

    8 votes

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

    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!

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

    8 votes

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  10. Have the pricing table tax automate based on a zipcode within the document

    8 votes

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    0 comments  ·  Automations  ·  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!

  11. 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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    1 comment  ·  Integrations  ·  Admin →
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  12. Ability to use two different signatures for the same person (for example draw and type)

    8 votes

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  13. 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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  14. 8 votes

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    0 comments  ·  Mobile  ·  Admin →
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  15. Option to Not make a recipient as signer when assigned to a field

    8 votes

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  16. Encrypt emails

    8 votes

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  17. 8 votes

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    2 comments  ·  API  ·  Admin →
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  18. It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    8 votes

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  19. Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
    Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
    There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Have the HubSpot integration access in the document when it has been completed.

    8 votes

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