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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. Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  3. The ability to download or print a single document in a bundle. Sometimes, I need to just edit and print one document, but have to wait for the system to process the entire bundle.

    1 vote

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

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  5. Ability to set a sender name with only the first name.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  6. create a barcode based on the entered value

    1 vote

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  7. 4 votes

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  8. Hello,

    One of new updates was in regard to the tax section located on our purchase agreements.
    We noticed that now instead of updating the tax rates on the side column like in the classic editor version.

    The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.

    Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  9. contract risk analysis using AI

    2 votes

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  10. 2 votes

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  11. Ability to check the reporting specified to the customer.

    1 vote

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  12. 1 vote

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  13. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    8 votes

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  14. 1 vote

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  15. Ability to adjust the documents' order in the batch.

    1 vote

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  16. The ability to use multiple saved messages in one document instead of just one.

    1 vote

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  17. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..

    2 votes

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  19. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    5 votes

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  20. In addition to creating documents, customers would also like to create slideshow/ppt presentations

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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