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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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414 results found

  1. Key-based digital signature

    Key-based digital signature for PandaDoc: https://helpx.adobe.com/acrobat/using/certificate-based-signatures.html

    5 votes

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  2. Option to Download Audit trail in PDF

    • Will allow the user tp download the audit trail in PDF form
    4 votes

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  3. Zapier - changing the status of a Hubspot deal with an uploaded file (not just a Template or Form)

    4 votes

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  4. download old version of templates/documents without needing to switch to old version in version history

    download old versions of templates/documents without switching the document/template to its older version via version history

    4 votes

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  5. Present Mode - resize

    more options to resize Present Mode

    4 votes

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  6. Two separate Authorize.net Accounts

    Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.

    4 votes

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  7. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    4 votes

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  8. Option to support 3rd party digital signatures

    Option to support 3rd party digital signatures

    4 votes

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  9. Option to add recipient even the document status is completed

    Option to add recipient even the document status is completed

    4 votes

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  10. Inform users about changes and updates in product before making them

    Inform about changes and updates in product

    https://pandadoc.zendesk.com/agent/tickets/363311

    4 votes

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  11. disable email forwarding

    ability to disable document forwarding for public view.

    4 votes

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  12. bulk send delivery report

    After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc

    4 votes

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  13. preview recipient email view

    4 votes

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  14. Shorten URL Link

    We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    4 votes

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  15. Quality of the uploaded PDF

    PDF upload improvements so the quality stays the same.

    4 votes

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  16. The ability to customize the Finalize document button

    4 votes

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  17. Support SMTP servers

    I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    4 votes

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  18. Bulk Send: Retract a bulk send batch with errors easily

    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).

    4 votes

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  19. Remove signer from the signing order

    Remove signer from the signing order.

    4 votes

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  20. The ability to create custom buttons inside PandaDoc documents.

    4 votes

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