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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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721 results found

  1. link the invoice document created from PandaDoc to a Quote that we have submitted by PandaDoc

    1 vote

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  2. Ability to add a custom field column in a Report (such as fields used with integrations)

    2 votes

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  3. We need to implement phone number validation (i.e. US only) when sending documents with recipient verification

    1 vote

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  4. Ability to set up automatic documents deletion.

    1 vote

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  5. Set notification for senders when a document has not been signed after X number of days.

    2 votes

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  6. 1 vote

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  7. option for the signer to sign first and then view the document

    2 votes

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  8. What signers completed the doc that is not completed by all yet

    1 vote

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  9. download a completed PDF with the emoji

    1 vote

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  10. custom email when the PDF of the completed document

    1 vote

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  11. the Signature string Word feature to convert this signature into a PandaDoc document

    1 vote

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  12. Having that functionality inside the document would be great where you could move it from sent to view to complete to decline.

    5 votes

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  13. The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields

    1 vote

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  14. Option to have a folder you can see all files uploaded to a document

    1 vote

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  15. Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.

    8 votes

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  16. Ability to pull the saved messages in bulk send feature

    2 votes

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  17. Have the option to auto-update the documents after updating the template used to create those documents

    8 votes

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    • Will allow the user to be able to recall / revert the transfer of document ownership
    4 votes

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  18. popup window with the hyperlink inside of the document is opened

    1 vote

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  19. shared templates can be moved to the folders

    1 vote

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