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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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494 results found

  1. PandaDoc extension for Edge

    2 votes

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  2. Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

    2 votes

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  3. QR code in the Signature Certificate to check the authenticity

    2 votes

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  4. QES in UAE

    2 votes

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  5. Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).

    3 votes

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  6. Input that is added to a variable will fill in the matching data field

    3 votes

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  7. 4 votes

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  8. Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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  9. The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

    1 vote

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  10. The customer would like to hide or remove edit suggestions history from the recipient's view.

    2 votes

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  11. Ability to add a meeting link (hyperlink) to the document email body

    4 votes

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  12. Customer would like to download the uploaded files from the collect file fields by their recipient via Zapier

    3 votes

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  13. Notes per contact to show on Home screen, in client's words:

    I guess it would need to be in the directory section so it is per person. We have a medical office so for us it would be patients but for others it would be customers. We could make notes per customer/patient that was per interaction. So for instance John Doe, I would go to the directory and under his name list different interactions that might look like this:

    8/19/24 - new patient paperwork received but still hasn’t made deposit. Called pt and gave deadline of 9/1 or we need…

    2 votes

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  14. Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.

    This request is for the image to update correctly - even if the file has the same name.

    10 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!

  15. Option to export contacts along with a list of documents sent to each contact, including their statuses (e.g., sent, viewed, declined, expired).

    2 votes

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  16. In the Completed folder, there should be a way to highlight or mark which documents were already worked and which need follow-up. Too often I cannot remember where I left off and end up viewing the same documents over again.

    1 vote

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  17. The ability to disable the banners that pop up in the workspace (unrelated to billing banners).

    i.e attached image

    2 votes

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  18. Upload an image for Contacts

    2 votes

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  19. The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.

    4 votes

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  20. 2 votes

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