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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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335 results found

  1. Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.​

    4 votes

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  2. Disable the share via a link feature for the specific document

    2 votes

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  3. The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.

    12 votes

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  4. Reporting: option to include recipients' phone numbers.

    4 votes

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  5. Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.

    2 votes

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  6. When you log in via email alias, it's detected as a new account/user, which is not ideal.

    2 votes

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  7. Ability to select the type of documents displayed in the actions required section.

    1 vote

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  8. 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.

    15 votes

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    10 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!

  9. Get a CSV file with a list of unique document links for all documents

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  10. Show how long recipients spent on the entire document even if it was not completed.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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    1. Identify Key Clauses and Terms
    2. Assess Compliance
    3. Analyze Risks
    4. Suggest Edits and Improvements
    4 votes

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  11. Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.

    2 votes

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  12. Ability to adjust the emails footer text based on the recipient's language.

    2 votes

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  13. Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.

    This request is for the image to update correctly - even if the file has the same name.

    10 votes

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    0 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!

  14. 2 votes

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

    2 votes

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

    37 votes

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    9 comments  ·  Other  ·  Admin →
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  17. QR code in the Signature Certificate to check the authenticity

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    15 votes

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  19. Sending only 1000 documents per hour is frustrating as we need to send at minimum 22,000 documents out to parents for signatures. This means it essentially takes us 22 hours of work to send all of these documents, and with 8-hour working days, we are either working many overtime hours to send these docs, or having to spread it across 3+ days.

    3 votes

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