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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. This is in relation to the SFDC integration starting from the iFrame. There is a button that says 'return to object' at the top at the point of creating a document. We create docs from child records. It would be ideal to click 'return to object' and be linked to the associating parent object.

    1 vote

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  2. Ability to setup Favicon

    1 vote

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  3. We would like to keep only our internal emails on the contact list and remove any personal emails that got added there automatically. We would also like to remove the automatic adding of personal emails to the contact list if possible.

    2 votes

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  4. The customer wishes to have the capability for payment scheduling using the QuickBooks payment gateway.

    1 vote

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  5. The customer would like the "Expiring Soon" tab to include documents that will expire within more than 2 weeks, not just 1 week.

    3 votes

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  6. 1 vote

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  7. 1 vote

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  8. Inbox: Mark all as read at once

    3 votes

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  9. 5 votes

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  10. 1 vote

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  11. Section to view all documents I signed

    2 votes

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  12. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    13 votes

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

    2 votes

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  15. Use workspace name as a sender when using white-labeling

    1 vote

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  16. 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.

    2 votes

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  17. The ability to download notarizations in bulk.

    1 vote

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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!

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

    1 vote

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  19. 2 votes

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  20. 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)

    4 votes

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