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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    6 votes

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    0 comments  ·  Other  ·  Admin →
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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. permission to access reporting for Member role

    2 votes

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  5. Auto change of Numeric to word in the document. For Example convert INR 50000 to Rupees Fifty Thousand

    I want to update the salary of 2000 people in a bulk send. So if i input the salary in numeric the template should automatically convert the numeric form in to alphabetic form
    For Example Heading is Monthly Salary and the numeric form of Salary is INR 12,000. The document should be able to convert the numeric form into alphabetic form as Rupees Twelve Thousand Only.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  6. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    5 votes

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    1 comment  ·  Other  ·  Admin →
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  7. 7 votes

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    2 comments  ·  Other  ·  Admin →
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  8. Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  9. 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

    1 vote

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  10. When some, but not all, of the recipients have signed a document. It would be great to be able to close the document (no more signatures allowed), and download the document with the signatures thus far AND have a certificate for those that have signed. This would enable a document to be completed without having all of the required fields completed, allowing for alternative methods or dates for signatures, or even electing a new recipient to replace the ones that didn't sign the first time. This ensures those that have signed will not have to sign the document again, saving…

    9 votes

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    1 comment  ·  Other  ·  Admin →
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  11. 1 vote

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    1 comment  ·  Other  ·  Admin →
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  12. RON Queue

    1 vote

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  13. Option to filter document in reporting via recipients name

    1 vote

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  14. Increase number of documents uploaded at one time in PandaDoc Notary. Instead of 10, maybe 20.

    1 vote

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

    4 votes

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

    1 vote

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  17. Notarize more than one document per session without bundling.

    1 vote

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  18. triggers to login process after typing username and password and then clicking/pressing ENTER

    2 votes

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  19. There should be an option online to change the subscription plan to Free eSign plan.

    1 vote

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  20. Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    1 vote

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