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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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720 results found

  1. It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.

    5 votes

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  2. 1 vote

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  3. when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.

    2 votes

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  4. Be able to add SMS verification to bundled documents.

    3 votes

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  5. Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    10 votes

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  6. 1 vote

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  7. Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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  8. 4 votes

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  9. 2 votes

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  10. 3 votes

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  11. to set up the UTM parameter in PandaDoc and get it visualized through our analytics.

    https://pandadoc.zendesk.com/agent/tickets/389879

    1 vote

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  12. once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    5 votes

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  13. 1 vote

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  14. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    8 votes

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  15. version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    5 votes

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  16. track edits feature in the document like in MS word or google docs

    9 votes

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  17. Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    1 vote

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  18. When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status

    3 votes

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  19. 2 votes

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  20. 1 vote

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