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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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505 results found

  1. conditional rule for text field

    9 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Ability to setup Favicon

    1 vote

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  3. 1 vote

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  4. The customer wishes to have the capability for payment scheduling using the QuickBooks payment gateway.

    1 vote

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  5. Ability to download the reporting as PDF or link that is viewable to others.

    4 votes

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

    1 vote

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  7. 1 vote

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  8. 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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  9. 1 vote

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  10. Ability to add a phone number used for recipient verification to the signature certificate.

    6 votes

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  11. 1 vote

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

    9 votes

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    1 comment  ·  Other  ·  Admin →
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  13. Customer would like to have an option to resend a document marking it as void

    1 vote

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  14. 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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  15. combine pdfs in single file

    2 votes

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  16. 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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  17. 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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  18. PDF copies of PandaDoc Help Center articles

    1 vote

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  19. Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.

    1 vote

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

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