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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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824 results found

  1. 2C2P Payment Gateway

    1 vote

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  2. Option to generate a report of all documents on the account for which new links have been generated. After 6 months, links expire, and when recipients click on them, a new link is generated. It would be great to see which documents have had new links generated.

    2 votes

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  3. Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.

    2 votes

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  4. SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    2 votes

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  5. Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.

    2 votes

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  6. Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to

    2 votes

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  7. Each document within that folder is made of several. Currently, when is it complete and it is downloaded, it separates each component of the 1 document into many. I expect a single PDF file for all documents within a bundle when downloading them in a batch.

    1 vote

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  8. Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status

    4 votes

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  9. Option to Upload Editable Word Documents with Preserved Comments

    3 votes

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  10. We need to see the auto-reminders too, the way they are sent to the recipients

    1 vote

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  11. Customers would like to have the option to be able to expire documents older than 30 days all at once

    3 votes

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  12. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    19 votes

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  13. Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"

    This is confusing to some customer.

    4 votes

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  14. The ability to autogenerate the passcode and not manually type it in the system.

    2 votes

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  15. Reduce the number of steps required to create and send a document to streamline the workflow.

    4 votes

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  16. The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address

    3 votes

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  17. The ability to indicate a specific date or choose a date from a calendar for document expiration instead of putting in a number of days.

    3 votes

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  18. It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.

    2 votes

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  19. Option to share tags across workspaces

    1 vote

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  20. A solution to track the GCLID when a customer signs and pays a contract via PandaDoc.

    1 vote

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