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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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270 results found

  1. Sort Contacts by Company

    Would be great to be able to sort Contact book by Company alphabetically.

    3 votes

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  2. The ability to see the message written in the body the email without having to be CC'd on a document.

    The client would like to be able to see messages written (the message you can write before sending where we might use saved messages) even after a document has expired, for example. Can there be a way to do this without having to be CC on the document?

    2 votes

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  3. improving the search tool in Help Center

    1 vote

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  4. ability to sort contacts on the order of when they are put in the system

    1 vote

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  5. Ability to hide attachments for specific recipients

    Ability to hide attachments.

    2 votes

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  6. Fields & Contacts sync in app

    I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.

    3 votes

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  7. Ability to disable the emails that are coming upon user invitation in SSO.

    Ability to disable the emails that are coming upon user invitation in SSO.

    4 votes

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  8. Blank pages if condition is not met for smart content

    2 votes

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  9. Modify Billing notifications

    Modify Billing notification on payment subscription

    2 votes

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  10. disable email forwarding

    ability to disable document forwarding for public view.

    4 votes

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  11. Update Contacts via mobile app

    Ability to update the contacts list via mobile application!

    4 votes

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  12. [Bulk Send] delivery report

    After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc

    6 votes

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  13. countdown on the document

    countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)

    3 votes

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  14. create a report from the documents created per recipient

    create a report from the documents created per recipient

    13 votes

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    2 comments  ·  Other  ·  Admin →
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  15. Ability to check which of the documents have files attached via "collect files" field.

    Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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  16. The ability to download a PDF of a document without fields/content blocks.

    1 vote

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  17. Option for health version / Option for Teledentistry

    Option for health version / Option for Teledentistry

    1 vote

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  18. Option to show the signer info on the document once they completed it

    Option to show the signer info on the document once they completed it.

    • Will show the signer info on the document once document is completed.
    1 vote

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  19. Restrict users from being able to download the documents as .docx files.

    1 vote

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  20. Automatic conversion of Excel file to PDF within PandaDoc

    Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    11 votes

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