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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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494 results found

  1. Expiring soon list of documents need to be more than two weeks

    The customer would like the "Expiring Soon" tab to include documents that will expire within more than 2 weeks, not just 1 week.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  2. PandaDoc as a Learning Management System

    PandaDoc as a Learning Management System

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Centralized storage for the files recipients add to the 'Collect Files' field

    2 votes

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  4. Permission: restrict users from downloading unfinished documents (those not completed) in DOCX format

    Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format

    3 votes

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  5. Hyperlink attachments within documents for quick navigation

    Option to hyperlink attachments within documents, allowing for quick navigation between different sections.

    2 votes

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  6. Automatically send a document when a template is created

    2 votes

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  7. Add a filter to waiting for others

    Add a filter waiting for others section so they keywords and recipient's email/name can be used

    2 votes

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  8. Payment pop ups before clients have viewed the document

    Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.

    2 votes

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  9. Option to drag and drop PDF files directly from Nitro PDF Reader

    2 votes

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  10. Nicknames and Notes in Contacts

    Ability to add nicknames or notes in contact feature

    2 votes

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  11. Extract data from the document

    Customer would like the ability to extract data from the actual content of the document

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  12. Ability to embed fields in the downloaded PDF

    After Downloading the Document as PDF, There's still fields that recipients can input details.

    15 votes

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    1 comment  ·  Other  ·  Admin →
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  13. Signature Certificate for sent documents

    The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.

    2 votes

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  14. Being able to extract existing graphics from the Reporting feature

    Being able to extract existing graphics from the Reporting

    5 votes

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  15. Integration with AI redlining/contract review tool

    Integration with AI redlining/contract review tool like: https://www.spellbook.legal/
    https://www.ivo.ai/

    2 votes

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  16. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    Ability to change PandaDoc icon in email (not workspace logo/profile image).

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Option to Download Audit trail in PDF

    • Will allow the user tp download the audit trail in PDF form
    13 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Ability to use the Business email feature on the EU server

    2 votes

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  19. Access Help Center with EU login

    At the moment, you have to create a US-based account to be able to log in to the Help Center

    1 vote

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  20. Filter documents by currency.

    Filter documents by currency.

    1 vote

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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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!

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