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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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505 results found

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

    4 votes

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  2. 2 votes

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  3. Modify Billing notification on payment subscription

    2 votes

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  4. Archive documents

    59 votes

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    9 comments  ·  Other  ·  Admin →
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  5. ability to disable document forwarding for public view.

    4 votes

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

    3 votes

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  7. create a report from the documents created per recipient

    13 votes

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    2 comments  ·  Other  ·  Admin →
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  8. Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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  9. 1 vote

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  10. Option for health version / Option for Teledentistry

    1 vote

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  11. 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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  12. 1 vote

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  13. Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  14. Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)

    40 votes

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    4 comments  ·  Other  ·  Admin →
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    Not Planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

  15. 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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    1 comment  ·  Other  ·  Admin →
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  16. The ability to download or print a single document in a bundle. Sometimes, I need to just edit and print one document, but have to wait for the system to process the entire bundle.

    1 vote

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  17. Ability to set a sender name with only the first name.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  18. create a barcode based on the entered value

    1 vote

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  19. 4 votes

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  20. Hello,

    One of new updates was in regard to the tax section located on our purchase agreements.
    We noticed that now instead of updating the tax rates on the side column like in the classic editor version.

    The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.

    Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?

    4 votes

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    1 comment  ·  Other  ·  Admin →
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