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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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271 results found

  1. I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.

    2 votes

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  2. categorize the documents in the completed category so that they are organized based on document type or degree of processing

    4 votes

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  3. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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  4. We are a new customer to PandaDoc. I don't think our County will ever use the pricing table part of this product. We are using this to collect signatures on documents only with no money tied to them. It would be very beneficial if we could flip to a view that didn't have the dollar amounts all over since all of ours are $0.

    1 vote

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  5. Disable option to create a new account under specific domain

    1 vote

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  6. Will allow the user to Add the IP address or auto opulatye it using variables

    1 vote

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  7. Be able to pull a report on users and their licenses

    3 votes

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  8. Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.

    1 vote

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  9. As an example: Consider a group email with two emails in it. abc@gmail.com and def@gmail.com and the group is named as gp@gmail.com

    If gp@gmail.com and abc@gmail.com both - the email abc@gmail.com will receive two emails. Please create a way to identify the two emails within the group to stop multiple notifications from going out.

    1 vote

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  10. 1 vote

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  11. Ability to set the display recipient's email address and not their names in the list view.

    5 votes

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  12. 1 vote

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  13. Option to switch off "User joined workspace" notification for Admin users

    8 votes

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  14. 1 vote

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  15. Smart content: more than one rule, for example, "AND" conditional rule

    15 votes

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  16. 1 vote

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  17. 1 vote

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  18. Have the ability to convert documents to the new editor without changing their status.

    1 vote

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  19. 1 vote

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  20. Ability to add an image without using a text block and move it from on page to another.

    1 vote

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