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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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489 results found

  1. Add LayBuy as Payment gateways

    1 vote

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  2. Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    10 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Prefill fields on the form when it opens.

    13 votes

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  4. AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.

    5 votes

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  5. Email validation for contacts

    9 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  6. Kiosk mode is to lock down a device when that device is used for a specific task or used in a public setting.

    4 votes

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  7. Have an archive of everyone that email was delivered to, so they can be downloaded.

    1 vote

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  8. A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  9. It would be great to allow for the following when using document automation fields based on PD Contacts:

    If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.

    3 votes

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  10. 3 votes

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  11. Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  12. 75 votes

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    8 comments  ·  Other  ·  Admin →
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  13. Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.

    1 vote

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  14. the client needs to avoid the option "choosing the email from the automatically-generated list" as other staff members can choose the wrong email

    1 vote

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  15. 117 votes

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    23 comments  ·  Other  ·  Admin →
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  16. 1 vote

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  17. Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. No. of Rejected Document will show up in Dash and in Reporting

    1 vote

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  19. Ability to use two different signatures for the same person (for example draw and type)

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. Client would like to be able to sort PandaDoc contacts by last name in alphabetical order

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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