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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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509 results found

  1. 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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  2. 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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  3. Customer would like the members to be restricted in accessing a specific folder containing documents in their document tab.

    4 votes

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  4. Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.

    6 votes

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  5. 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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    • option for the user to get the link of all of the created document via downloading it in csv
    2 votes

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  6. ability to adjust page numbering height that is shown in the PDF

    5 votes

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  7. It would be more helpful if only the ones that needed to be signed shows in the inbox

    1 vote

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  8. face verification/identification similar to recipient verification

    6 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  9. Ability to send documents with unresolved suggestions.

    3 votes

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  10. Receive an email or text if there are new implemented feature changes/updates.

    3 votes

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  11. option to add timestamp near signature field

    3 votes

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  12. Ability to tag a client within the saved message.

    2 votes

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  13. Do not automatically add the recipients in contacts: The client should have an option whether they want to add the recipients in contacts or not.

    4 votes

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  14. replace the PDF source file with API call.

    6 votes

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  15. The ability to integrate with NCR payment solutions

    2 votes

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  16. Customer would like to create a conditional rule base on the recipient's selection and not on variable

    2 votes

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  17. Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.

    2 votes

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  18. 5 votes

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