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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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466 results found

  1. Import Contacts using CSV file directly to Pandadoc

    15 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  2. A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    15 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  3. 13 votes

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    9 comments  ·  Other  ·  Admin →
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  4. Ability to allow someone else to sign a document if the original signer is out of office,

    13 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  5. 12 votes

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

    12 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. If the PDF is not flattened, some content can be missed after upload

    12 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  8. create a report from the documents created per recipient

    11 votes

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    2 comments  ·  Other  ·  Admin →
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  9. 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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  10. Prefill fields on the form when it opens.

    11 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. 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.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  12. Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  13. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    10 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. report of all the signed documents using specific IP addresses

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  15. Advance reporting to show total time viewed on each document.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  16. conditional rule for text field

    9 votes

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    1 comment  ·  Other  ·  Admin →
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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
    9 votes

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    1 comment  ·  Other  ·  Admin →
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  18. The functionality to restore contacts that have been deleted and undo a contact import.

    9 votes

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    2 comments  ·  Other  ·  Admin →
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  19. Ability to get the IP or Identify who access the document using Audit Trail

    9 votes

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    2 comments  ·  Other  ·  Admin →
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  20. ability to use two different signatures for the same person (for example draw and type)

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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