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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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466 results found

  1. The ability to download notarizations in bulk.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  2. Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    2 votes

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  3. I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'

    2 votes

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  4. conditional rule for text field

    9 votes

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  5. Ability to set multiple attribute in one smart content

    2 votes

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  6. Ability to download the reporting as PDF or link that is viewable to others.

    4 votes

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  7. 1 vote

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  8. The customer requests the capability to upload a document or file and designate only one member to see the uploaded document or template file.

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. Customer would like to have an option to resend a document marking it as void

    1 vote

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  13. A way to record a video within the PandaDoc platform and make it available to the customer including the offer.

    2 votes

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  14. Custom payment dates in recurring payment

    • will allow choosing dates when the recipient will settle the payment, aside from weekly, monthly, or quarterly/annual
    21 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  15. combine pdfs in single file

    2 votes

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  16. Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace

    1 vote

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  17. Ability to easily switch or choose two email addresses to send contracts from.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Automatically insert a URL link into the downloaded PDF so customers can click the link to sign a proposal.

    1 vote

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  19. PDF copies of PandaDoc Help Center articles

    1 vote

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  20. i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    8 votes

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