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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  2. 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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  3. 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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  4. 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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  5. Option to support 3rd party digital signatures

    4 votes

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  6. Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  7. RON Queue

    1 vote

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  8. Option to add recipient even the document status is completed

    4 votes

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  9. smart content: more than one rule

    5 votes

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  10. 4 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Notarize more than one document per session without bundling.

    1 vote

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  12. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    27 votes

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    2 comments  ·  Other  ·  Admin →
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  13. There should be an option online to change the subscription plan to Free eSign plan.

    1 vote

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  14. Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    1 vote

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  15. 3 votes

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  16. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Ability to have payment trail ( history ) in version history.

    1 vote

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  19. payment option using Authorize.net to delay based on a value in Salesforce

    1 vote

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  20. Hyperlink image in PDF

    The image with hyperlinks works in PandaDoc but it is not clickable in PDF.

    https://pandadoc.zendesk.com/agent/tickets/407458

    1 vote

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