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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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509 results found

    1. Identify Key Clauses and Terms
    2. Assess Compliance
    3. Analyze Risks
    4. Suggest Edits and Improvements
    3 votes

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  1. 2 votes

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  2. Currently, we have a limit of only being able to import 10 PDFs at a time (separate from bulk import). Clients would like to see this limit increased to support much more, ideally around 20 at a time.

    1 vote

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  3. Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download

    2 votes

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  4. Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.

    34 votes

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    9 comments  ·  Other  ·  Admin →
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  5. Option to port a phone number from an existing Twilio account to PandaDoc. This would allow users to have a dedicated local, recognizable number associated with their PandaDoc account, improving customer communication and brand recognition.

    1 vote

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  6. We need a system that will manage agreements that are created, owned, or originated by an external party (e.g., a vendor, customer, or partner) rather than by your organization. In particular, we need the system to determine payment due dates from these and send us reminders of our payables.

    2 votes

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

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  8. More user attributes in SSO

    PandaDoc gets 2 information from IDP is FirstName and LastName, is it possible that PandaDoc get more information from IDP such as Job Title, Department, Phone number

    2 votes

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

    3 votes

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  10. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    13 votes

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  11. 3 votes

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  12. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    16 votes

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    2 comments  ·  Other  ·  Admin →
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  13. Catalog import: add a certain value for csv file that would command not change the existing values when importing a csv to the product catalog.

    1 vote

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  14. Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).

    4 votes

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  15. Ability to run reports that include conditional filtering. For example, documents created this week or documents sent this week but created at any time.

    1 vote

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  16. Option to clear read inbox

    1 vote

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

    4 votes

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  18. 4 votes

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  19. The feature to populate a saved contact's phone number when sending documents via SMS (just like how an email address works).

    3 votes

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