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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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511 results found

  1. Turn off "2.0" icon next to documents/templates

    1 vote

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  2. 1 vote

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  3. 1 vote

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  4. every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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  5. Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.

    1 vote

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  6. Would like the ability to lockdown end users from being able to clone completed documents. (Improve best practices)

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. 1 vote

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  10. Create and track tasks for specific documents in-app

    1 vote

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

    1 vote

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  13. 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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  14. 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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  15. I need to be able to download PDFs with the pictures, that my client has kindly uploaded, visible. Currently when I download a PDF all I see is links or names of the files instead of the actual photos.

    1 vote

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

    1 vote

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  17. More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. I would like to see an "Errors" tile added to the Dashboard to track documents that have delivery failures (i.e. invalid email addresses). This would provide a quick way for staff to see there was an issue and to resubmit documents after the email addresses are corrected.

    1 vote

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