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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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466 results found

  1. Customer would like to have the option to only enable one option for suggest edits using PandaDoc or Microsoft Word

    1 vote

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  2. PandaDoc Notary via PandaDoc mobile app

    3 votes

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  3. Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature

    1 vote

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  4. edit .docx files without using text blocks - after clicking "Convert document"

    2 votes

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  5. Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")

    2 votes

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  6. 2 votes

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  7. 1 vote

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  8. Customer would like the notification sent by PandaDoc to be redirected to a different email not on the creator of the document

    1 vote

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  9. This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.

    Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.

    Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.

    1 vote

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  10. Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.

    1 vote

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  11. Settings to modify the fields/text field size (Length & Width) by numerical input

    2 votes

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  12. Be able to select multiple contacts and add them to a document while autofilling their email, phone number, name, address that has been added to the created document.

    3 votes

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  13. I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.

    2 votes

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  14. Pandadoc should have an option for creating reports for PAID and UNPAID invoices.

    As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.

    Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…

    2 votes

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  15. Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).

    I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…

    1 vote

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  16. Being able to run a report to view all of the documents there are collaborators on.

    6 votes

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    2 comments  ·  Other  ·  Admin →
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  17. Process refund for subscription that has minimal usage.

    1 vote

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  18. When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc

    1 vote

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  19. Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.

    2 votes

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  20. 2 votes

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