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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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499 results found

  1. The option for users to purchase features individually for any plan instead of having to purchase certain plans to unlock those features.

    2 votes

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  2. Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace

    1 vote

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  3. Automatically insert a URL link into the downloaded PDF so customers can click the link to sign a proposal.

    1 vote

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  4. Please include your company name in the naming of your invoice file. It is best practice for those who save these files.

    2 votes

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  5. PDF copies of PandaDoc Help Center articles

    1 vote

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  6. 2 votes

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  7. Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.

    1 vote

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  8. map the sequence number to a field WITHIN the document

    2 votes

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  9. Ability to create documents via the Gmail extension.

    1 vote

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  10. use the name of the workspace as a White labeling sender

    1 vote

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  11. It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.

    1 vote

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  12. The ability to download notarizations in bulk.

    1 vote

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  13. 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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  14. Ability to set up automatic PandaDoc password expiration.

    1 vote

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

    1 vote

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  16. 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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  17. 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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  18. Ability for chat blocks to remain open or connected even when minimized.

    1 vote

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  19. Ability to let Recipients upload documents to a Room

    1 vote

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  20. 2 votes

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