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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.

    This request is for the image to update correctly - even if the file has the same name.

    10 votes

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    0 comments  ·  Other  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.

    29 votes

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    7 comments  ·  Other  ·  Admin →
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  3. 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.

    11 votes

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    2 comments  ·  Other  ·  Admin →
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  4. 8 votes

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  5. PandaDoc extension for Edge

    2 votes

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  6. Upload an image for Contacts

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  7. The ability to set up a custom currency formatting with multiple currencies for a template, document or form.

    2 votes

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  8. Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

    2 votes

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  9. QR code in the Signature Certificate to check the authenticity

    2 votes

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  10. QES in UAE

    2 votes

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  11. Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).

    2 votes

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  12. Input that is added to a variable will fill in the matching data field

    2 votes

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  13. 2 votes

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  14. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    6 votes

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  15. Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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  16. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    4 votes

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  17. The customer would like to hide or remove edit suggestions history from the recipient's view.

    2 votes

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  18. Ability to add a meeting link (hyperlink) to the document email body

    2 votes

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  19. Customer would like to download the uploaded files from the collect file fields by their recipient via Zapier

    2 votes

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  20. 68 votes

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    13 comments  ·  Other  ·  Admin →
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