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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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  1. Ability to pull Report on the document value/deal value after the document has been completed, to retrieve the value that was agreed by the recipient.

    1 vote

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  2. ability to immediately recognize or capture the photo displayed on the camera, thus avoiding any inconveniences.

    1 vote

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  3. Sending PandaDoc's in bulk with verification code

    2 votes

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  4. The client is using our Reporting feature regularly sending out the running numbers for his team. He wants to create a graph showing the numbers of his sales rep if they've achieved their target for X month and compare the supposed target to their running numbers when it comes to creating and sending out the doc to their clients along with the doc dollar value.
    This would help him not to create the graphs in Excel and or do this on a manual process from time to time.

    1 vote

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  5. It could prove beneficial to have a free version for nonprofit organisations e.g. like Google Workspace.

    1 vote

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  6. 1 vote

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  7. WellnessLiving Integration

    1 vote

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  8. Customer would like to have the option to only enable one option for suggest edits using PandaDoc or Microsoft Word

    1 vote

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  9. the ability for users to subscribe to a different plan while part of a workspace from another account

    2 votes

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  10. Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature

    1 vote

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  11. ability to adjust page numbering height that is shown in the PDF

    5 votes

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  12. Ability for the notary session to have an option to see your client's screen to know the specific page they're on and the buttons they are clicking.

    Need the sessions to be able to have the option to add a customizable title to the session and need to have a list of each document that will be included in the session based on what I title each PDF.

    Have a chronological pattern in which document should be accomplish first

    2 votes

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  13. Would love to see the ability to use ID proofing feature with e-signatures (don't need a notary).

    8 votes

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  14. 2 votes

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  15. Ability to have a notary notification settings

    2 votes

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  16. there should be an option to clear the chat messages on a sent document

    2 votes

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  17. Assigning fields to oneself should not be included as a recipient

    2 votes

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  18. Ability to assign a complete status to a document (automatically) without sending.

    2 votes

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  19. Ability to add a phone number used for recipient verification to the signature certificate.

    4 votes

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  20. Do not automatically add the recipients in contacts: The client should have an option whether they want to add the recipients in contacts or not.

    3 votes

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