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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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

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  3. PDF copies of PandaDoc Help Center articles

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

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  5. Ability to create documents via the Gmail extension.

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

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  7. 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.

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  8. The ability to download notarizations in bulk.

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  9. Ability to set up automatic PandaDoc password expiration.

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

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  11. Ability for chat blocks to remain open or connected even when minimized.

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  12. Ability to let Recipients upload documents to a Room

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  13. 1 vote

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  14. i.e The ability to have 2 separate companies and be the account owner for them using the same email address.

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  15. Customer would like the Canopy to be integrated to PD

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  16. The customer wishes to have the capability for the temporary signer to utilize the document and signature forwarding feature to assign each field to multiple signers

    1 vote

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  17. The customer wishes for the custom role to include the capability to add and remove users, as well as modify their licenses.

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  18. A way for the customer to automatically add the date from the document to their calendar on their device once the document is opened.

    1 vote

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  19. The ability to embed audio and build an audio player for press kits, presentations, pitches and examples of an artists music, event theme and the ability to embed widgets for Spotify, Soundcloud, Mixcloud etc would be excellent

    1 vote

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  20. Customer would like to have a blockchain integration

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