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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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505 results found

  1. Ability to allow someone else to sign a document if the original signer is out of office,

    16 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  2. Import Contacts using CSV file directly to Pandadoc

    15 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  3. 15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Customer would like to create a custom field under contacts

    14 votes

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    3 comments  ·  Other  ·  Admin →
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  5. If the PDF is not flattened, some content can be missed after upload

    14 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  6. After Downloading the Document as PDF, There's still fields that recipients can input details.

    13 votes

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    1 comment  ·  Other  ·  Admin →
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  7. Prefill fields on the form when it opens.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Smart content: more than one rule, for example, "AND" conditional rule

    12 votes

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    2 comments  ·  Other  ·  Admin →
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  10. The functionality to restore contacts that have been deleted and undo a contact import.

    12 votes

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    2 comments  ·  Other  ·  Admin →
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  11. create a report from the documents created per recipient

    12 votes

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    2 comments  ·  Other  ·  Admin →
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  12. report of all the signed documents using specific IP addresses

    12 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  13. Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    11 votes

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    2 comments  ·  Other  ·  Admin →
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  14. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  15. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  16. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  17. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    11 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Advance reporting to show total time viewed on each document.

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    10 votes

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    2 comments  ·  Other  ·  Admin →
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  20. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    10 votes

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    2 comments  ·  Other  ·  Admin →
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