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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  3. Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    1 vote

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  4. Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
    Currently, the new contact has to be completely filled out again.

    1 vote

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  5. Option to enable to see the recipient on the inbox

    1 vote

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  6. 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.

    11 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Add LayBuy as Payment gateways

    1 vote

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  8. Email validation for contacts

    10 votes

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

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. 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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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. 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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  12. Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    12 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  13. 138 votes

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    30 comments  ·  Other  ·  Admin →
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  14. Have an archive of everyone that email was delivered to, so they can be downloaded.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. 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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  16. 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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    0 comments  ·  Other  ·  Admin →
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  17. Compatibility with external signature pads i.e. topaz signature pad

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. 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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  20. 77 votes

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    8 comments  ·  Other  ·  Admin →
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    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!

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