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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Ability to update the contacts list via mobile application!

    2 votes

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  3. contract risk analysis using AI

    2 votes

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  4. 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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  5. 1 vote

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  6. 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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  7. Option to enable to see the recipient on the inbox

    1 vote

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  8. 2 votes

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  9. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    11 votes

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  10. 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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  11. After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc

    4 votes

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  12. Ability to get the IP or Identify who access the document using Audit Trail

    9 votes

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  13. 4 votes

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  14. Have an archive of everyone that email was delivered to, so they can be downloaded.

    1 vote

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  15. Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.

    1 vote

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  16. the client needs to avoid the option "choosing the email from the automatically-generated list" as other staff members can choose the wrong email

    1 vote

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  17. 3 votes

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  18. 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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  19. 1 vote

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  20. No. of Rejected Document will show up in Dash and in Reporting

    1 vote

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