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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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504 results found

  1. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    ability to disable Signature Certificate for completed documents

    195 votes

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    23 comments  ·  Other  ·  Admin →
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  2. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    140 votes

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    32 comments  ·  Other  ·  Admin →
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  3. Witness Signatures: Sign with a witness feature

    77 votes

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    8 comments  ·  Other  ·  Admin →
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  4. Bulk sign: Ability to sign multiple documents at once in the inbox.

    Sign several documents at once.

    69 votes

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    7 comments  ·  Other  ·  Admin →
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  5. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    68 votes

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    13 comments  ·  Other  ·  Admin →
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  6. Archive documents

    Archive documents

    59 votes

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    9 comments  ·  Other  ·  Admin →
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  7. Compression feature within PandaDoc - reduce size of PDFs

    Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)

    41 votes

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    4 comments  ·  Other  ·  Admin →
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    Not Planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

  8. Categorize / Group PandaDoc contacts

    Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.

    34 votes

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    9 comments  ·  Other  ·  Admin →
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  9. Customize/select/personalize email messages for multiple recipient/signers

    Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    34 votes

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    2 comments  ·  Other  ·  Admin →
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  10. Ability to embed a website iframe module in documents/templates (also for booking a meeting) / Embed a map from MyMaps/Google maps

    Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    33 votes

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    6 comments  ·  Other  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  11. Working TOC in PDF files: clickable table of contents in PDF

    Working TOC in PDF files (after downloading).

    31 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Allow Bulk Send to send multiple documents to the same email

    I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    29 votes

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    3 comments  ·  Other  ·  Admin →
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  13. Smart content: more than one rule

    Smart content: more than one rule, for example, "AND" conditional rule

    24 votes

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    3 comments  ·  Other  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. Hyperlinks in saved mesages

    24 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
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  15. Alternative Email Addresses for Contacts: Option to add several (2 or more) email addresses for 1 contact

    add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    24 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  16. Multiple currencies on the dashboard

    ability to enable multiple currencies on the dashboard

    23 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  17. one signature certificate per bundle: remove signature certificate from each doc in bundles

    22 votes

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    11 comments  ·  Other  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  18. Signature setting per user

    Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.

    22 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  19. Change the sender

    Change the document sender to any email without using Send on behalf.

    21 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  20. Turn on signing order as a default setting for the account.

    A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    20 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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