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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc

    1 vote

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  2. 2 votes

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  3. categorize the documents in the completed category so that they are organized based on document type or degree of processing

    4 votes

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  4. Export metadata of a document (signer, date, name, variables from the document, etc)

    2 votes

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  5. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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  6. 22 votes

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    11 comments  ·  Other  ·  Admin →
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  7. reporting data sent to email

    3 votes

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  8. I have a client who is curious about how many trees they've saved up while they're using the paperless transaction of PD.

    They want to know their stats on this, in terms of sustainability.

    3 votes

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  9. We are a new customer to PandaDoc. I don't think our County will ever use the pricing table part of this product. We are using this to collect signatures on documents only with no money tied to them. It would be very beneficial if we could flip to a view that didn't have the dollar amounts all over since all of ours are $0.

    1 vote

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  10. Disable option to create a new account under specific domain

    1 vote

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  11. Change Passcode to 4 digits instead of 6

    2 votes

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  12. Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.

    4 votes

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  13. Will allow the user to Add the IP address or auto opulatye it using variables

    1 vote

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

    3 votes

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

    2 votes

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  16. 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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  17. 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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  18. 1 vote

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

    2 votes

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