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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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489 results found

  1. Ability to allow someone else to sign a document if the original signer is out of office,

    16 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  2. Import Contacts using CSV file directly to Pandadoc

    15 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  3. 15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. The functionality to restore contacts that have been deleted and undo a contact import.

    14 votes

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    2 comments  ·  Other  ·  Admin →
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  5. If the PDF is not flattened, some content can be missed after upload

    14 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  6. After Downloading the Document as PDF, There's still fields that recipients can input details.

    13 votes

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    1 comment  ·  Other  ·  Admin →
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  7. 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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    1 comment  ·  Other  ·  Admin →
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  8. Prefill fields on the form when it opens.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. create a report from the documents created per recipient

    12 votes

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    2 comments  ·  Other  ·  Admin →
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  11. report of all the signed documents using specific IP addresses

    12 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  12. Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    11 votes

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    2 comments  ·  Other  ·  Admin →
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  13. 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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    1 comment  ·  Other  ·  Admin →
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  14. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  15. Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    11 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    11 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. Advance reporting to show total time viewed on each document.

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    10 votes

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    2 comments  ·  Other  ·  Admin →
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  19. i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  20. 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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