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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I have a requirement to query granular form-filled data. eg. a form is filled and when it is submitted, I need to be able to query a database of the formfill data. So if there is a field on a form such as bloodPressure, I can run an sql query along the lines of:
    SELECT bloodPressure from IntakeForm
    where formFilledYMD >= <someDateRangeStart>
    and formFilledYMD < <someDateRangeFinish>

    2 votes

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  2. I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.

    2 votes

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  3. ability to immediately recognize or capture the photo displayed on the camera, thus avoiding any inconveniences.

    1 vote

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  4. The client is using our Reporting feature regularly sending out the running numbers for his team. He wants to create a graph showing the numbers of his sales rep if they've achieved their target for X month and compare the supposed target to their running numbers when it comes to creating and sending out the doc to their clients along with the doc dollar value.
    This would help him not to create the graphs in Excel and or do this on a manual process from time to time.

    1 vote

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  5. 3 votes

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  6. Enlarge uploaded signature after the signature has been attached.

    3 votes

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  7. reporting data sent to email

    5 votes

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  8. 1 vote

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  9. WellnessLiving Integration

    1 vote

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  10. Customer would like to have the option to only enable one option for suggest edits using PandaDoc or Microsoft Word

    1 vote

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  11. Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature

    1 vote

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  12. edit .docx files without using text blocks - after clicking "Convert document"

    2 votes

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  13. Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.

    3 votes

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  14. Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")

    2 votes

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  15. Being able to run a report to view all of the documents there are collaborators on.

    8 votes

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  16. 3 votes

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  17. This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.

    Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.

    Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.

    1 vote

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  18. 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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  19. Settings to modify the fields/text field size (Length & Width) by numerical input

    2 votes

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  20. Be able to select multiple contacts and add them to a document while autofilling their email, phone number, name, address that has been added to the created document.

    3 votes

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