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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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465 results found

  1. Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.

    2 votes

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    • Will allow the user tp download the audit trail in PDF form
    5 votes

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  2. This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.

    Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.

    Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.

    1 vote

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  3. Customer would like to include that links and hyperlinks are not allowed during trial period on the pop up box.

    2 votes

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  4. Improved PandaDoc performance and better integration with other browsers - mainly the Edge Browser.

    3 votes

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  5. Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.

    1 vote

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  6. conditional fields - add more fields per rule, beyond 100 can be selected

    2 votes

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  7. face verification/identification similar to recipient verification

    3 votes

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  8. Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).

    I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…

    1 vote

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  9. Process refund for subscription that has minimal usage.

    1 vote

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  10. When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc

    1 vote

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  11. conditional rule for text field

    9 votes

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  12. I have a requirement to query granular form-filled data. eg. a form is filled and when it is submitted, I need to be able to query a database of the formfill data. So if there is a field on a form such as bloodPressure, I can run an sql query along the lines of:
    SELECT bloodPressure from IntakeForm
    where formFilledYMD >= <someDateRangeStart>
    and formFilledYMD < <someDateRangeFinish>

    2 votes

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  13. 4 votes

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  14. Additional functionalities in the inbox section like moving the received items to a different location

    2 votes

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  15. download old versions of templates/documents without switching the document/template to its older version via version history

    4 votes

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  16. replace the PDF source file with API call.

    4 votes

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  17. option to modify or delete commission number in Notary Stamp

    1 vote

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  18. i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    8 votes

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  19. 1 vote

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