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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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480 results found

  1. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    10 votes

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

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  3. conditional rule for text field

    9 votes

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    1 comment  ·  Other  ·  Admin →
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  4. i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    9 votes

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    1 comment  ·  Other  ·  Admin →
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  5. 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
    9 votes

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    1 comment  ·  Other  ·  Admin →
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  6. Ability to get the IP or Identify who access the document using Audit Trail

    9 votes

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    2 comments  ·  Other  ·  Admin →
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  7. Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. Email validation for contacts

    9 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  9. Export all data from PandaDoc

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  11. Option to switch off "User joined workspace" notification for Admin users

    8 votes

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  12. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  13. In addition to creating documents, customers would also like to create slideshow/ppt presentations

    8 votes

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  14. Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).

    8 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  15. The option to delete Timeline on the Dashboard.

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  16. 8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. It's set randomly now for every new contact.

    8 votes

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  18. Ability to change the sender email when sending via Bulk send.

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    7 votes

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  20. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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