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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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

    6 votes

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  4. 1 vote

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

    1 vote

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  6. 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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  7. Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.

    3 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. i.e The ability to have 2 separate companies and be the account owner for them using the same email address.

    2 votes

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  12. PDF copies of PandaDoc Help Center articles

    1 vote

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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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  15. Can we have a stamp instead of certificate page. We have to upload signed documents to State website and currently we are uploading along with the certificate. If we can have stamp on the document by signatures with a certificate number on it and if needed in future we can access the certificate with that number, this way we don't have to upload a certificate with each and every document.

    3 votes

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

    1 vote

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  17. 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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  18. I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    22 votes

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    3 comments  ·  Other  ·  Admin →
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  19. Server in Saudi Arabia

    2 votes

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