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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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261 results found

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

    1 vote

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  2. 1 vote

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  3. 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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  4. 1 vote

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

    1 vote

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

    1 vote

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

    11 votes

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  8. 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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  9. 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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  10. In addition to creating documents, customers would also like to create slideshow/ppt presentations

    8 votes

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  11. 3 votes

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  12. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily

    5 votes

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  13. Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    1 vote

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  14. Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
    Currently, the new contact has to be completely filled out again.

    1 vote

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  15. Option to enable to see the recipient on the inbox

    1 vote

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  16. Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    11 votes

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  17. Add LayBuy as Payment gateways

    1 vote

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  18. Prefill fields on the form when it opens.

    13 votes

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  19. AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.

    5 votes

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  20. Email validation for contacts

    9 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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