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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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486 results found

  1. New wizard: the full list of the contact parameters when creating a document.

    1 vote

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  2. create sub account for another user under the current active account and that user should not be able to view older documents signed

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  3. Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.

    This would mean the ability to actually sign a check in PandaDoc for processing.

    1 vote

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  4. Looking for a data entry tool. Complex chart cataloging

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  5. Ability to sell create doc only feature

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  6. PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.

    1 vote

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  7. Would like to have an option to set up logo for specific e-form not for the whole account/workspace

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  8. I do receive an e-mail saying that the supposedly person has accessed to the platform (name of the person of the link in PandaDoc) not the recipient of the link, which is not true

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  9. Make Adding Contacts Easier- When adding a new contact, if you click anywhere on the screen outside of the white box by accident, it exits the screen that you are working on with all the fields and you then have to start entering all details from scratch again. It can be very frustrating.

    1 vote

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  10. Make the email message box display bigger/wider.

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  11. UGAP reference needed

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  12. Government firewalls are very strict and does not pass PD docs.

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  13. Allow to sync and import contacts from the mobile device

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  14. 1 vote

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  15. Immediate payment option in billing page

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. When a proposal is completed need to make a PO from there to place an order with a vendor

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  20. 1 vote

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