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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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273 results found

  1. Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    1 vote

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  2. ability to disable document forwarding for public view.

    4 votes

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  3. 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.

    13 votes

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  4. Ability to update the contacts list via mobile application!

    4 votes

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  5. contract risk analysis using AI

    2 votes

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  6. 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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  7. 1 vote

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  8. 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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  9. Option to enable to see the recipient on the inbox

    1 vote

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  10. Add LayBuy as Payment gateways

    1 vote

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  11. 2 votes

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  12. 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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  13. 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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  14. After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc

    5 votes

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

    9 votes

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  16. 4 votes

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

    1 vote

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  18. 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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  19. 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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  20. 3 votes

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