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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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274 results found

  1. be able to add smart content into the document header

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.

    3 votes

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  3. Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Able to preview a link with customized branding settings like logo and look and feel when shared in social media sites. Please add this option

    We will be sharing links to proposals in messenger services like on LinkedIn. We want the preview to be branded with our company, not pandadoc.... where are the settings to customize the link preview and icons that show?

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    5 votes

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  8. Option to support 3rd party digital signatures

    5 votes

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  9. Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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  10. 1 vote

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  11. 3 votes

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  12. Option to add recipient even the document status is completed

    4 votes

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  13. Auto-update contacts in PandaDoc once they're updated in Google.

    2 votes

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  14. Option for health version / Option for Teledentistry

    1 vote

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  15. Option to show the signer info on the document once they completed it.

    • Will show the signer info on the document once document is completed.
    1 vote

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  16. Instead of having to download the folders with documents separately.

    2 votes

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  17. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    10 votes

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    2 comments  ·  Other  ·  Admin →
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  18. 1 vote

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  19. The client would like to be able to see messages written (the message you can write before sending where we might use saved messages) even after a document has expired, for example. Can there be a way to do this without having to be CC on the document?

    2 votes

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  20. Smart content: more than one rule, for example, "AND" conditional rule

    12 votes

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    2 comments  ·  Other  ·  Admin →
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