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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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276 results found

  1. Bulksend report

    Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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  2. Link list for the template

    The option to have just a list for every template where you just can see the links and the emails assigned to it, and create new links in that list. Because right now you always have to create a document ,have it loaded in front of your eyes though it is always the same and then create your link/email.

    2 votes

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  3. Automatically update the number of seats

    Automatically update the number of seats according to the number of users. Specifically:
    *delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)

    1 vote

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  4. Send on Behalf of for Bulk send

    Ability to change the sender email when sending via Bulk send.

    8 votes

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  5. Export Report of a Single Document

    Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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  6. improve generated PDF quality

    2 votes

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  7. Pass punctuation through into Tokens

    Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

    3 votes

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  8. "Get Started" button in the bottom right corner

    How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    2 votes

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  9. Antivirus should not trigger document status's to move to viewed.

    Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.

    2 votes

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  10. The ability to come back to the previous version of pricing table EV2

    1 vote

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  11. The ability to upload the list of the sent documents

    1 vote

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  12. CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    1 vote

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  13. Document Workflow: Collect Shipping and Billing Details

    A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.

    3 votes

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  14. Export all tokens

    2 votes

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  15. add contacts to multiple workspaces in one go

    2 votes

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  16. to add signature in mass

    1 vote

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