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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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495 results found

  1. 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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  2. 1 vote

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  3. 1 vote

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  4. 2 votes

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

    4 votes

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

    1 vote

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  8. 2 votes

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  9. Modify Billing notification on payment subscription

    2 votes

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  10. ability to disable document forwarding for public view.

    4 votes

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  11. Ability to update the contacts list via mobile application!

    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. Archive documents

    52 votes

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    9 comments  ·  Other  ·  Admin →
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  15. 1 vote

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  16. create a report from the documents created per recipient

    12 votes

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    2 comments  ·  Other  ·  Admin →
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  17. Option for health version / Option for Teledentistry

    1 vote

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  18. 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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  19. After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc

    5 votes

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  20. 1 vote

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