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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. At the moment, we can only add tags while on the document list. It would be great if it worked while viewing the document too.

    1 vote

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  3. Hide created documents from other members within the workspace

    1 vote

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  4. Customer would like to have a feature for clickwrap agreement when they sent in the document

    1 vote

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  5. The customer wants to eliminate the gray email background notification when they receive the document.

    1 vote

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  6. Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format

    1 vote

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  7. Allow for imported PDFs containing a TOC to work the same as our TOC in the editor, when they click on a section from the TOC it will take them to the corresponding section in the document of the imported PDF.

    1 vote

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  8. hi,
    i often send document for a signature of a coporate contract.
    but the existing box are only first and last name.. it is missing corporate name for such a use.

    i think it could be great to add this field

    1 vote

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  9. 1 vote

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  10. Reporting to display email delivery rate.

    1 vote

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  11. The ability to countersign a completed document without uploading a copy.

    1 vote

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  12. Ability to create a set of Saved Messages made available for specific users of a workspace to choose from, disabling the feature for them to create their own.

    1 vote

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  13. 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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  14. Ability to setup Favicon

    1 vote

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  15. 1 vote

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

    1 vote

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

    1 vote

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  18. 1 vote

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  19. The customer requests the capability to upload a document or file and designate only one member to see the uploaded document or template file.

    1 vote

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  20. 1 vote

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