Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Modify the size of REF number

    1 vote

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  2. Searching a contact within the Contacts tab by postal code/phone number/street address

    2 votes

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  3. Would like to have more filters for the templates. Like top 3 used templates.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  4. Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.

    2 votes

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  5. I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    2 votes

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  6. Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).

    2 votes

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  7. Remove signer from the signing order.

    4 votes

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  8. Ability to allow someone else to sign a document if the original signer is out of office,

    4 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  9. 10 votes

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  10. More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  11. Send a document without assigning signature field.

    14 votes

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  12. Be able to invite users to PandaDoc via text message.

    1 vote

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  13. report of all the signed documents using specific IP addresses

    4 votes

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  14. ability to enable multiple currencies on the dashboard

    13 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  15. changing the link to include the recipient's name in the link itself

    4 votes

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  16. Allow for KBA: Knowledge Based Authentication

    13 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  17. At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  18. Advance reporting to show total time viewed on each document.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  19. The option to have just a list for every template where you just can see the links and the emails assigned to it, and create new links in that list. Because right now you always have to create a document ,have it loaded in front of your eyes though it is always the same and then create your link/email.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  20. Save signature created in PD as PNG.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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