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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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487 results found

  1. The ability to download notarizations in bulk.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  2. Disabling Save Template Prompt:

    Issue: The system prompts you to save a template after each sent message, which you find unnecessary.
    Suggestion: Implement an option to disable the automatic prompt asking to save messages as templates. This allows users who frequently use the same templates, or who prefer not to be prompted, to streamline their workflow.

    4 votes

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  3. Ability to set up automatic PandaDoc password expiration.

    1 vote

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  4. It would be more helpful if only the ones that needed to be signed shows in the inbox

    1 vote

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  5. Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    11 votes

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    2 comments  ·  Other  ·  Admin →
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  6. I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'

    2 votes

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  7. Ability for chat blocks to remain open or connected even when minimized.

    1 vote

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  8. Ability to let Recipients upload documents to a Room

    1 vote

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  9. 2 votes

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  10. Ability to set multiple attribute in one smart content

    3 votes

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  11. Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)

    3 votes

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  12. Being able to extract existing graphics from the Reporting

    3 votes

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  13. When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups. Many of the pricing tables and table blocks break or show in document has divided. Each user needs to review the document before sending it out.

    3 votes

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  14. A way to record a video within the PandaDoc platform and make it available to the customer including the offer.

    2 votes

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  15. 1 vote

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  16. combine pdfs in single file

    2 votes

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  17. i.e The ability to have 2 separate companies and be the account owner for them using the same email address.

    1 vote

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  18. Customer would like the Canopy to be integrated to PD

    1 vote

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  19. Customer would like the ability to extract data from the actual content of the document

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  20. The customer wishes to have the capability for the temporary signer to utilize the document and signature forwarding feature to assign each field to multiple signers

    1 vote

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