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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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  2. 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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  3. 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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  4. 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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  5. Will allow the user to Add the IP address or auto opulatye it using variables

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  6. 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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  7. 1 vote

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  8. 1 vote

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. Ability to add an image without using a text block and move it from on page to another.

    1 vote

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  13. When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. 1 vote

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  17. Link Inbox so 2 users can view it.

    1 vote

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  18. Ability to set 'not null' condition when setting up conditional content rules, so that the system pulls only those variables which has a value other than '0'

    1 vote

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    • On the PDf of the completed document the paid amount will show up.
    1 vote

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  19. 1 vote

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