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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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276 results found

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

    1 vote

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  2. 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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  3. 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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  4. 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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  5. 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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  6. 1 vote

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  7. 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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  8. The functionality to restore contacts that have been deleted and undo a contact import.

    11 votes

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

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  10. Option to set expiration for link shared with the recipient.

    3 votes

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

    2 votes

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  13. Option to filter document in reporting via recipients name

    2 votes

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  14. 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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  15. 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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  16. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  17. The ability to see the initial email sent to recipients with custom messages.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.

    3 votes

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  19. currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    7 votes

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  20. smart content: more than one rule

    6 votes

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