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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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486 results found

  1. Upload .xml files

    3 votes

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  2. ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat

    3 votes

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  3. Option to set expiration for link shared with the recipient.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.

    3 votes

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  5. 3 votes

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  6. Would be great to be able to sort Contact book by Company alphabetically.

    3 votes

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  7. I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.

    3 votes

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  8. countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)

    3 votes

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  9. 3 votes

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  10. It would be great to allow for the following when using document automation fields based on PD Contacts:

    If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.

    3 votes

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  11. 3 votes

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  12. A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. Client would like to be able to sort PandaDoc contacts by last name in alphabetical order

    3 votes

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  14. Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.

    3 votes

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

    3 votes

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  16. The ability to see what kind of device your recipient used when signing/opening the document

    3 votes

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  17. At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.

    3 votes

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  19. ability to change the contact's name in the document

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  20. 3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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