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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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502 results found

  1. 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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  2. Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).

    I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…

    1 vote

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  3. Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.

    5 votes

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  4. 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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  5. Smart content: more than one rule, for example, "AND" conditional rule

    24 votes

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    3 comments  ·  Other  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  6. 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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  7. 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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  8. Ability to export a list of CONTACTS who completed a document.

    3 votes

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  9. 22 votes

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    11 comments  ·  Other  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. 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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  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. Upload .xml files

    4 votes

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  18. 1 vote

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  19. be able to add smart content into the document header

    8 votes

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  20. 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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