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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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486 results found

  1. 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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  2. 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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  3. Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.

    This request is for the image to update correctly - even if the file has the same name.

    10 votes

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    0 comments  ·  Other  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. 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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  5. 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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  6. It's set randomly now for every new contact.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  7. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    9 votes

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  8. Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.

    9 votes

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    2 comments  ·  Other  ·  Admin →
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  9. conditional rule for text field

    9 votes

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    1 comment  ·  Other  ·  Admin →
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  10. Compatibility with external signature pads i.e. topaz signature pad

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Email validation for contacts

    9 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  12. Export all data from PandaDoc

    9 votes

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  13. Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  15. Ability to change the sender email when sending via Bulk send.

    9 votes

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  16. 8 votes

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  17. Being able to run a report to view all of the documents there are collaborators on.

    8 votes

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    2 comments  ·  Other  ·  Admin →
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  18. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  19. In addition to creating documents, customers would also like to create slideshow/ppt presentations

    8 votes

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  20. customize the outgoing message based on template

    8 votes

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