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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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    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!

  2. Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.

    30 votes

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    7 comments  ·  Other  ·  Admin →
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  3. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    11 votes

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    2 comments  ·  Other  ·  Admin →
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  4. 3 votes

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  5. The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.

    2 votes

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  6. Sending only 1000 documents per hour is frustrating as we need to send at minimum 22,000 documents out to parents for signatures. This means it essentially takes us 22 hours of work to send all of these documents, and with 8-hour working days, we are either working many overtime hours to send these docs, or having to spread it across 3+ days.

    2 votes

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  7. The feature to populate a saved contact's phone number when sending documents via SMS (just like how an email address works).

    2 votes

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  8. 8 votes

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  9. The customer would like the ability to extract specific values from the document, such as the expiration date. They request that the expiration date be included as an option in the dropdown menu within the document tab.

    2 votes

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  10. The customer would like the option to control the sequence in which the "Next" button navigates between fields. They want to determine the specific order in which the button jumps to different fields.

    2 votes

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  11. A feature that enables users to click on a comment within a document and be taken to the exact spot of the change in the document. The system should highlight the change for easy identification.

    2 votes

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  12. Option to edit suggestions made by signers so they can accept of reject them.

    2 votes

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  13. PandaDoc extension for Edge

    2 votes

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  14. Upload an image for Contacts

    2 votes

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  15. The ability to set up a custom currency formatting with multiple currencies for a template, document or form.

    2 votes

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  16. Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

    2 votes

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  17. QR code in the Signature Certificate to check the authenticity

    2 votes

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  18. QES in UAE

    2 votes

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  19. Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).

    2 votes

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  20. Input that is added to a variable will fill in the matching data field

    2 votes

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