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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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736 results found

  1. 1 vote

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  2. 1 vote

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  3. After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    6 votes

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  4. The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
    The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
    It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
    EXAMPLE:
    This customer is buying licenses that are £5…

    6 votes

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  5. A feature to add users who may need to download a completed document that aren't in the signing or sender parties.

    1 vote

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  6. We need to customize the completed document when downloaded it can be with or without footer

    1 vote

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

    12 votes

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  8. Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
    I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.

    1 vote

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  9. Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    1 vote

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  10. An easier way to bulk send a doc (without having to prepare a CSV file)

    8 votes

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  11. system to detect that a quote name already exists, so it gives us an alert or something

    1 vote

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  12. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    12 votes

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  13. expiration starts once the signer opened the document

    2 votes

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  14. can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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  15. 2 votes

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  16. 1 vote

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  17. 1 vote

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  18. 2 votes

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  19. Allow to set up automatic printing of the document in the web app

    1 vote

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  20. Our users upload PDFs to PandaDoc for signing and then copy them from PandaDoc to our servers for our records. I wwould like to make a feature request to have files scanned for viruses prior to uploading. Thank you.

    1 vote

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