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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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486 results found

  1. Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

    2 votes

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  2. QR code in the Signature Certificate to check the authenticity

    2 votes

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  3. QES in UAE

    2 votes

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  4. Support background image when importing/exporting docx files.

    1 vote

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  5. Input that is added to a variable will fill in the matching data field

    2 votes

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  6. Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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  7. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    4 votes

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  8. The customer would like to hide or remove edit suggestions history from the recipient's view.

    2 votes

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  9. When users go to print out a document generated in Pnadadocs, the margins default in such a way that the page numbers and other items in the headers and footers are cut off. Having the print settings default to "fit to page" or some other equivalent would be very helpful.

    1 vote

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  10. So we know that JIT (just in time) only allows provisioning first time, it doesn’t update or delete, and in SCIM implementation it's also very limited. We allow only deleting a user and changing their name.

    It would be best as to assign, change, and sync roles using the identity provider to sync with the PD WS Roles instead of creating a new Role in PD.

    1 vote

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  11. Customer would like to download the uploaded files from the collect file fields by their recipient via Zapier

    2 votes

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  12. 68 votes

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    13 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!

  13. Notes per contact to show on Home screen, in client's words:

    I guess it would need to be in the directory section so it is per person. We have a medical office so for us it would be patients but for others it would be customers. We could make notes per customer/patient that was per interaction. So for instance John Doe, I would go to the directory and under his name list different interactions that might look like this:

    8/19/24 - new patient paperwork received but still hasn’t made deposit. Called pt and gave deadline of 9/1 or we need…

    2 votes

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  14. Option to export contacts along with a list of documents sent to each contact, including their statuses (e.g., sent, viewed, declined, expired).

    2 votes

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  15. The ability to disable the banners that pop up in the workspace (unrelated to billing banners).

    i.e attached image

    2 votes

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  16. Add the duplicate option to the Home page

    4 votes

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  17. 2 votes

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  18. A document status or indicator on the document when part of the installment has been paid.

    3 votes

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  19. The customer is requesting tools that can be used to verify their customer's signature during in-person signing.

    2 votes

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  20. The ability for users to mass-download all of their contacts without needed to reach out to support

    2 votes

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