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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 6 votes

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  2. Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.

    6 votes

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  3. Would like metrics tracking contract negotiations data. Reps using, edits, etc.

    6 votes

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  4. 6 votes

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    1 comment  ·  Approvals  ·  Admin →
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  5. Transfer data to: map pricing tables s in the original document with pricing tables in the new document.

    6 votes

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  6. 6 votes

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  7. Kami allows for your physical signature to be displayed in the signature field with transparent background. A picture of the signature on the page can be taken and uploaded to the signature field

    6 votes

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  8. Option to disable the document value for documents that have no commercial value.
    For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.

    6 votes

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  9. IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    6 votes

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  10. Disable Instruction boxes when the recipient receives the document during signing in.

    6 votes

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  11. It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.

    It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.

    6 votes

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  12. What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
    How cool would it be if there would be a central page in settings called "Variables" where
    You can create variables with set content.
    reuse these variables across all your docs.
    A variable could also be an image or a piece of content library content

    It is a simple yet efficient idea that would make our lives a lot easier.

    6 votes

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  13. Abilty to add an optional tick box when the table is restricted e.g. a column (such as the pricing column) is locked

    6 votes

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  14. rename user of the app as an admin

    6 votes

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  15. When you create a document, if you are in a folder, it gets created in said folder.

    6 votes

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  16. A private dashboard of docs that contained financial info so other users cannot see unless invited

    6 votes

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  17. An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.

    6 votes

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  18. full name variable instead of first name and last name separately

    6 votes

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  19. If a payment to the gateway is unsuccessful the document status will not change to Paid.

    6 votes

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  20. Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.

    6 votes

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