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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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479 results found

  1. Would be great to be able to sort Contact book by Company alphabetically.

    3 votes

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  2. The client would like to be able to see messages written (the message you can write before sending where we might use saved messages) even after a document has expired, for example. Can there be a way to do this without having to be CC on the document?

    2 votes

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  3. 1 vote

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  4. 1 vote

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  5. 2 votes

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  6. I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.

    3 votes

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  7. Ability to disable the emails that are coming upon user invitation in SSO.

    4 votes

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  8. option for OCR and lock number of characters in a field other than SSN.

    1 vote

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  9. 2 votes

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  10. Modify Billing notification on payment subscription

    2 votes

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  11. ability to disable document forwarding for public view.

    4 votes

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  12. countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)

    3 votes

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  13. Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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  14. 1 vote

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  15. Archive documents

    51 votes

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    9 comments  ·  Other  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    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!

  16. Option for health version / Option for Teledentistry

    1 vote

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  17. Option to show the signer info on the document once they completed it.

    • Will show the signer info on the document once document is completed.
    1 vote

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  18. create a report from the documents created per recipient

    11 votes

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    2 comments  ·  Other  ·  Admin →
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  19. 1 vote

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  20. Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.

    2 votes

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