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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 13 votes

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    9 comments  ·  Other  ·  Admin →
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  2. 1 vote

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

    1 vote

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  4. Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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  5. When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.

    1 vote

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  6. Have the ability to notify the first signer that the counter-signed one is ready for them to download.

    1 vote

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  7. Qwilr has a really nice calculator, like an ROI calculator built in, that makes the presentations look really good and show the benefits of our product right there. So, that was a nice get with them.
    https://qwilr.com/features/roi-calculator/

    1 vote

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  8. 1 vote

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  9. When some, but not all, of the recipients have signed a document. It would be great to be able to close the document (no more signatures allowed), and download the document with the signatures thus far AND have a certificate for those that have signed. This would enable a document to be completed without having all of the required fields completed, allowing for alternative methods or dates for signatures, or even electing a new recipient to replace the ones that didn't sign the first time. This ensures those that have signed will not have to sign the document again, saving…

    23 votes

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    2 comments  ·  Other  ·  Admin →
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  10. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Option to set expiration for link shared with the recipient.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  12. Increase number of documents uploaded at one time in PandaDoc Notary. Instead of 10, maybe 20.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    9 votes

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    1 comment  ·  Other  ·  Admin →
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  14. The functionality to restore contacts that have been deleted and undo a contact import.

    9 votes

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    2 comments  ·  Other  ·  Admin →
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  15. be able to add smart content into the document header

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  16. permission to access reporting for Member role

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Ability to set the display recipient's email address and not their names in the list view.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Option to filter document in reporting via recipients name

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Auto change of Numeric to word in the document. For Example convert INR 50000 to Rupees Fifty Thousand

    I want to update the salary of 2000 people in a bulk send. So if i input the salary in numeric the template should automatically convert the numeric form in to alphabetic form
    For Example Heading is Monthly Salary and the numeric form of Salary is INR 12,000. The document should be able to convert the numeric form into alphabetic form as Rupees Twelve Thousand Only.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  20. Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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