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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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504 results found

  1. Customer would like to be notified to all documents that are not yet completed every day or every couple of days

    1 vote

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  2. Option for Admin role to access Billing page of the account

    1 vote

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  3. the ability for users to subscribe to a different plan while part of a workspace from another account

    2 votes

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  4. 1 vote

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  5. there should be an option to clear the chat messages on a sent document

    2 votes

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  6. Ability to assign a complete status to a document (automatically) without sending.

    2 votes

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  7. At the moment, when you attempt to send a document with assigned fields to yourself, the system offers the "Finish" option immediately instead of sending the document. It would be great to avoid this option and send a document to your email address.

    1 vote

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  8. Additional functionalities in the inbox section like moving the received items to a different location

    3 votes

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  9. Customer would like the notification sent by PandaDoc to be redirected to a different email not on the creator of the document

    2 votes

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  10. 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.

    3 votes

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  11. Pandadoc should have an option for creating reports for PAID and UNPAID invoices.

    As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.

    Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…

    3 votes

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  12. Customer would like to have an option to add a recipient to a list of documents that they have sent already and to some that are on viewed, completed and expired

    1 vote

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  13. 4 votes

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  14. Option to upload a signature (which is not an image) to sign a PandaDoc document.

    1 vote

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  15. more options to resize Present Mode

    5 votes

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  16. conditional fields - add more fields per rule, beyond 100 can be selected

    2 votes

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  17. Mailing/burofax/certified letter service

    1 vote

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  18. Customer would like to generate a report for deleted documents alone

    1 vote

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  19. Customer would like PandaDoc to be able to support federated set up when they create a new email account in Gmail.

    1 vote

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  20. To export the contact info for all contacts that have been sent a document to sign but have not signed.

    3 votes

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