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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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

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  3. 1 vote

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  4. WellnessLiving Integration

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

    1 vote

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  7. Customer would like the notification sent by PandaDoc to be redirected to a different email not on the creator of the document

    1 vote

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  8. 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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  9. 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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  10. 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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  11. Process refund for subscription that has minimal usage.

    1 vote

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  12. 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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  13. 1 vote

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  14. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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  15. We are a new customer to PandaDoc. I don't think our County will ever use the pricing table part of this product. We are using this to collect signatures on documents only with no money tied to them. It would be very beneficial if we could flip to a view that didn't have the dollar amounts all over since all of ours are $0.

    1 vote

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  16. Disable option to create a new account under specific domain

    1 vote

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  17. Will allow the user to Add the IP address or auto opulatye it using variables

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  18. Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.

    1 vote

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  19. As an example: Consider a group email with two emails in it. abc@gmail.com and def@gmail.com and the group is named as gp@gmail.com

    If gp@gmail.com and abc@gmail.com both - the email abc@gmail.com will receive two emails. Please create a way to identify the two emails within the group to stop multiple notifications from going out.

    1 vote

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  20. 1 vote

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