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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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487 results found

  1. Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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  2. The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    1 vote

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  3. 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.

    31 votes

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    Idea  ·  6 comments  ·  Other  ·  Admin →
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  4. A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    17 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  5. Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  6. How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    2 votes

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  7. If the PDF is not flattened, some content can be missed after upload

    13 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  8. live web document without having to assign 'Role'

    4 votes

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  9. 1 vote

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  10. Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.

    2 votes

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  11. Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

    3 votes

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  12. 72 votes

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    8 comments  ·  Other  ·  Admin →
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  13. Filter contacts in PandaDoc based on contact info when adding as a recipient

    6 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  14. 22 votes

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    Idea  ·  6 comments  ·  Other  ·  Admin →
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  15. 5 votes

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  16. 2 votes

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  17. 2 votes

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  18. 8 votes

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  19. It's set randomly now for every new contact.

    8 votes

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  20. 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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