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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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507 results found

  1. Option to prevent the document numbering sequence from running when a previously executed document is duplicated.

    2 votes

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  2. The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.

    4 votes

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  3. 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.

    2 votes

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  4. 8 votes

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

    3 votes

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  6. The customer would like the option to control the sequence in which the "Next" button navigates between fields. They want to determine the specific order in which the button jumps to different fields.

    2 votes

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  7. A feature that enables users to click on a comment within a document and be taken to the exact spot of the change in the document. The system should highlight the change for easy identification.

    2 votes

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  8. Option to edit suggestions made by signers so they can accept of reject them.

    2 votes

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

    3 votes

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  10. PandaDoc extension for Edge

    2 votes

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  11. Upload an image for Contacts

    2 votes

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  12. 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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  13. QES in UAE

    2 votes

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  14. 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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  15. The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

    2 votes

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  16. 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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    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!

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

    2 votes

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  18. 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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  19. 68 votes

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    13 comments  ·  Other  ·  Admin →
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  20. 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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