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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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  2. Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.

    2 votes

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  3. I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    4 votes

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  4. Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).

    6 votes

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  5. Remove signer from the signing order.

    4 votes

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  6. Ability to allow someone else to sign a document if the original signer is out of office,

    13 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  7. At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot

    4 votes

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  8. More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    4 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  9. report of all the signed documents using specific IP addresses

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  10. ability to enable multiple currencies on the dashboard

    21 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  11. Advance reporting to show total time viewed on each document.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  12. The option to have just a list for every template where you just can see the links and the emails assigned to it, and create new links in that list. Because right now you always have to create a document ,have it loaded in front of your eyes though it is always the same and then create your link/email.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Save signature created in PD as PNG.

    6 votes

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  14. 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.

    21 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  15. Is there a way to mass upload messages to workspaces, or does it have to be done manually one by one?

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. The option to delete Timeline on the Dashboard.

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  19. 4 votes

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  20. 1 vote

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