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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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

    27 votes

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    6 comments  ·  Other  ·  Admin →
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  2. The ability for reports to show user data/internal rate

    i.e when a colleague has sent a quote for approval to the internal team, information revolving the time it took.

    4 votes

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    1 comment  ·  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.

    10 votes

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    2 comments  ·  Other  ·  Admin →
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  4. 8 votes

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  5. Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    11 votes

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  6. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    6 votes

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  7. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    4 votes

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  8. 68 votes

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    13 comments  ·  Other  ·  Admin →
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  9. The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.

    2 votes

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  10. I would like to be able to give a product in the catalog a negative value to use as a discount. This would be especially helpful in the quote builder.

    2 votes

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  11. 2 votes

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  12. The customer is requesting tools that can be used to verify their customer's signature during in-person signing.

    2 votes

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  13. Have the ability to resize the Header and Footer

    3 votes

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  14. Customer would like to create a custom field under contacts

    14 votes

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    3 comments  ·  Other  ·  Admin →
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  15. The ability for users to mass-download all of their contacts without needed to reach out to support

    2 votes

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  16. The ability for all PandaDoc responses to be captured in the Salesforce picklist.

    2 votes

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  17. When we are assigning signature blocks the searchability by name does NOT work. So we are having the issue of people typing in a name, assuming the contact does not exists, then adding in a new contact (which tends to be wrong) and sometimes that data being pushed into the contact list and editing our contacts.

    2 votes

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  18. Signing order per signature not per person

    2 votes

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  19. A confirmation email when a doc is signed based on the template the doc was generated from or based on the folder the doc lives in

    2 votes

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  20. The ability to delete and restore a folder of documents. Currently, a user will have to empty the folder to delete it. Documents can be restored but not document folders.

    2 votes

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