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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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487 results found

  1. Be able to pull a report on users and their licenses

    3 votes

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  2. "Refresh" button for the documents' statuses within PandaDoc inbox.

    2 votes

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  3. Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.

    1 vote

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  4. As an example: Consider a group email with two emails in it. abc@gmail.com and def@gmail.com and the group is named as gp@gmail.com

    If gp@gmail.com and abc@gmail.com both - the email abc@gmail.com will receive two emails. Please create a way to identify the two emails within the group to stop multiple notifications from going out.

    1 vote

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  5. 1 vote

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  6. Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.

    3 votes

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  7. Charge pop-up notification before sending the invitation to the account.

    2 votes

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  8. Ability to set the display recipient's email address and not their names in the list view.

    5 votes

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  9. 1 vote

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  10. When some, but not all, of the recipients have signed a document. It would be great to be able to close the document (no more signatures allowed), and download the document with the signatures thus far AND have a certificate for those that have signed. This would enable a document to be completed without having all of the required fields completed, allowing for alternative methods or dates for signatures, or even electing a new recipient to replace the ones that didn't sign the first time. This ensures those that have signed will not have to sign the document again, saving…

    28 votes

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  11. Option to switch off "User joined workspace" notification for Admin users

    8 votes

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  12. 1 vote

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  13. 1 vote

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  14. 1 vote

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  15. Have the ability to convert documents to the new editor without changing their status.

    1 vote

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  16. 13 votes

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    9 comments  ·  Other  ·  Admin →
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  17. 1 vote

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  18. Ability to add an image without using a text block and move it from on page to another.

    1 vote

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  19. Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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  20. When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.

    1 vote

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