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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    5 votes

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  2. Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  3. 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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  4. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  5. Custom payment option in recurring payment

    • will allow choosing dates when the recipient will settle the payment, aside from weekly, monthly, or quarterly/annual
    2 votes

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  6. reporting data sent to email

    2 votes

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  7. 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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  8. specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row

    2 votes

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  9. Be able to import contacts with their addresses through the Gmail button.

    2 votes

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  10. in case you have enabled to receive a PDF copy once the document is completed, and the document has attachments in it, you will receive only the cope of the document itself.
    Want to receive attachments as well assigned.

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Import Contacts using CSV file directly to Pandadoc

    3 votes

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  12. Option to switch off "User joined workspace" notification for Admin users

    6 votes

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  13. 2 votes

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  14. categorize the documents in the completed category so that they are organized based on document type or degree of processing

    2 votes

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

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  16. Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.

    2 votes

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  17. 1 vote

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  18. request donations rather than a set payment when document is signed.

    1 vote

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  19. Upload .xml files

    2 votes

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  20. I have a client who is curious about how many trees they've saved up while they're using the paperless transaction of PD.

    They want to know their stats on this, in terms of sustainability.

    1 vote

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