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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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507 results found

  1. Ability to check the reporting specified to the customer.

    1 vote

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  2. 22 votes

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    11 comments  ·  Other  ·  Admin →
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    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!

  3. I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.

    3 votes

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  4. 1 vote

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  5. Ability to adjust the documents' order in the batch.

    1 vote

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  6. The ability to use multiple saved messages in one document instead of just one.

    1 vote

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  7. countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)

    3 votes

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  8. Ability to set a sender name with only the first name.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  9. Ability to disable the emails that are coming upon user invitation in SSO.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Option to view all workspaces from the dashboard.

    An option that will allow the user to view all of his workspace from the dashboard.

    7 votes

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  11. Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    1 vote

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  12. ability to disable document forwarding for public view.

    4 votes

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  13. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    13 votes

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    1 comment  ·  Other  ·  Admin →
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  14. Ability to update the contacts list via mobile application!

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  15. contract risk analysis using AI

    2 votes

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  16. Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
    Currently, the new contact has to be completely filled out again.

    1 vote

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  17. 1 vote

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    1 comment  ·  Other  ·  Admin →
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  18. Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  19. Option to enable to see the recipient on the inbox

    1 vote

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  20. Add LayBuy as Payment gateways

    1 vote

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