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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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478 results found

  1. 1 vote

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  2. 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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  3. 1 vote

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  4. 1 vote

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

    9 votes

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

    1 vote

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  7. 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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  8. combine pdfs in single file

    2 votes

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  9. 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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  10. 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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  11. PDF copies of PandaDoc Help Center articles

    1 vote

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  12. Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  13. Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.

    1 vote

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  14. Ability to create documents via the Gmail extension.

    1 vote

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    • will allow the user to have the option on manage and action button using the ellipsis
    2 votes

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  15. use the name of the workspace as a White labeling sender

    1 vote

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  16. It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.

    1 vote

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  17. Customer would like to change the contact's color in their PandaDoc contact list

    2 votes

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  18. Server in Saudi Arabia

    2 votes

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  19. Ability to set up automatic PandaDoc password expiration.

    1 vote

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