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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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343 results found

  1. 4 votes

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  2. 4 votes

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  3. customize the outgoing message based on template

    4 votes

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  4. 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).

    4 votes

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  5. Remove signer from the signing order.

    4 votes

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  6. Is there a way to mass upload messages to workspaces, or does it have to be done manually one by one?

    4 votes

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  7. 4 votes

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  8. Automatic backup of documents and statistics.

    4 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  9. live web document without having to assign 'Role'

    4 votes

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  10. Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.

    3 votes

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

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  12. Option to set expiration for link shared with the recipient.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  13. 3 votes

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  14. smart content: more than one rule

    3 votes

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  15. Option to send leaderboard reports via email on a recurring basis.

    3 votes

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  16. 3 votes

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    1 comment  ·  Other  ·  Admin →
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  17. countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)

    3 votes

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  18. 3 votes

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    1 comment  ·  Other  ·  Admin →
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  19. Ability to disable the emails that are coming upon user invitation in SSO.

    3 votes

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  20. 3 votes

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