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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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270 results found

  1. Add image option in Saved messges

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  2. Immediate payment option in billing page

    Immediate payment option in billing page

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Generate a signature certificate for each signature left by the same signer on the same doc

    1 vote

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  4. Hyperlinks in saved mesages

    24 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
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  5. Generate Report of the IP address and location in the Signature Certificate

    report of all the signed documents using specific IP addresses

    12 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  6. change contact email

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. PO make out of a proposal once it is completed

    When a proposal is completed need to make a PO from there to place an order with a vendor

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. Turn on signing order as a default setting for the account.

    A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    18 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  9. Deactivating Contacts

    Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Pay invoices via Billing page in PandaDoc

    At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Sender Address in Contact description

    Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. label documents as wet signature completed

    label documents as wet signature completed

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. Total Time Viewed Reporting

    Advance reporting to show total time viewed on each document.

    12 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. Import Files with CSV Files

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Ability to turn off the location that appears in Audit Trail

    6 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  16. Bulk Send: Retract / Undo 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).

    8 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  17. The ability to download a document as a Microsoft Excel file (XLS, XLSX)

    15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Print Documents directly from PandaDoc

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. misleading ads

    In short PandaDoc didn't confirm that I would be charged when I clicked the button. It just said that I would need to upgrade. I felt kinda shady or unethical.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. Flatten PDFs before the upload

    If the PDF is not flattened, some content can be missed after upload

    14 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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