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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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276 results found

  1. Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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  2. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    4 votes

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  3. Option to support 3rd party digital signatures

    4 votes

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  4. Option to add recipient even the document status is completed

    4 votes

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  5. 4 votes

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

    4 votes

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  7. Ability to disable the emails that are coming upon user invitation in SSO.

    4 votes

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  8. ability to disable document forwarding for public view.

    4 votes

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

    4 votes

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  10. 4 votes

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  11. Hello,

    One of new updates was in regard to the tax section located on our purchase agreements.
    We noticed that now instead of updating the tax rates on the side column like in the classic editor version.

    The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.

    Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?

    4 votes

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  12. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    4 votes

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  13. PDF upload improvements so the quality stays the same.

    4 votes

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  14. Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails

    4 votes

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  15. 4 votes

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  16. 4 votes

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  17. I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    4 votes

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  18. Remove signer from the signing order.

    4 votes

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  19. At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot

    4 votes

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  20. More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    4 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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