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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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281 results found

  1. Option to disable QES for the whole account and all workspaces at once

    1 vote

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  2. Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.

    1 vote

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  3. original sender's message to be forwarded using the email delivery method in sending the document

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  4. warning when you get down to the last 100 bulk sends available

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  5. Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.

    1 vote

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  6. Customer would like PD to remember the CSV file that they previously use before in bulk send

    1 vote

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  7. 1 vote

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  8. sign with an Apple pencil

    1 vote

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  9. Acc owner receives notification once an invite for a collaborator has been sent

    1 vote

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  10. When sending out an contract you now have the option to select nummer of days valid.

    more logical would be a good list like
    [ ] days before end of month
    [ ] days before end of next month
    [ ] days before end of this quarter

    Or more simple
    end of this month
    end of next month
    this quarter
    next quarter

    1 vote

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  11. It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.

    1 vote

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  12. Turn off by default the deleted documents in the reporting feature
    ( Include deleted documents in figures)
    https://pandadoc.zendesk.com/agent/tickets/479117

    1 vote

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  13. We need users to be able to look at all docs. within the workspace, but we need governance around new users.

    1 vote

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  14. 1 vote

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  15. for the creator license to not be able to to edit the signing order in the document

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  16. 1 vote

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  17. 1 vote

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  18. Ability to move a document to a folder from collaborators end.

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  19. 1 vote

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  20. The ability for a recipient to click "video contact", to contact the sender if they have questions on filling out the document. Use case: HR onboarding documents.

    1 vote

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