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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  3. The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..

    3 votes

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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!

  4. After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc

    7 votes

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  5. Ability to get the IP or Identify who access the document using Audit Trail

    13 votes

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    3 comments  ·  Other  ·  Admin →
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  6. 4 votes

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  7. Have an archive of everyone that email was delivered to, so they can be downloaded.

    1 vote

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  8. Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.

    1 vote

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  9. the client needs to avoid the option "choosing the email from the automatically-generated list" as other staff members can choose the wrong email

    1 vote

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  10. 3 votes

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  11. Hello,

    One of new updates was in regard to the tax section located on our purchase agreements.
    We noticed that now instead of updating the tax rates on the side column like in the classic editor version.

    The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.

    Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?

    4 votes

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  12. 1 vote

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  13. No. of Rejected Document will show up in Dash and in Reporting

    1 vote

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  14. 1 vote

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  15. New wizard: the full list of the contact parameters when creating a document.

    1 vote

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  16. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    5 votes

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  17. create sub account for another user under the current active account and that user should not be able to view older documents signed

    1 vote

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  18. Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.

    This would mean the ability to actually sign a check in PandaDoc for processing.

    1 vote

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  19. Looking for a data entry tool. Complex chart cataloging

    1 vote

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

    35 votes

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    2 comments  ·  Other  ·  Admin →
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