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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)

    3 votes

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  2. i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    10 votes

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  3. 5 votes

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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. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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  8. To export the contact info for all contacts that have been sent a document to sign but have not signed.

    3 votes

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

    2 votes

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  10. We are a new customer to PandaDoc. I don't think our County will ever use the pricing table part of this product. We are using this to collect signatures on documents only with no money tied to them. It would be very beneficial if we could flip to a view that didn't have the dollar amounts all over since all of ours are $0.

    1 vote

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  11. Disable option to create a new account under specific domain

    1 vote

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  12. 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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  13. 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,…

    3 votes

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  14. 3 votes

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  15. Enlarge uploaded signature after the signature has been attached.

    3 votes

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  16. Will allow the user to Add the IP address or auto opulatye it using variables

    1 vote

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  17. Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.

    1 vote

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  18. As an example: Consider a group email with two emails in it. abc@gmail.com and def@gmail.com and the group is named as gp@gmail.com

    If gp@gmail.com and abc@gmail.com both - the email abc@gmail.com will receive two emails. Please create a way to identify the two emails within the group to stop multiple notifications from going out.

    1 vote

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

    3 votes

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  20. 1 vote

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