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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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478 results found

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

    25 votes

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    6 comments  ·  Other  ·  Admin →
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  2. 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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  3. Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    11 votes

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    2 comments  ·  Other  ·  Admin →
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  4. 67 votes

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    13 comments  ·  Other  ·  Admin →
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  5. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Customer would like to create a custom field under contacts

    12 votes

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    2 comments  ·  Other  ·  Admin →
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  7. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  8. option to convert currency for the PandaDoc pricing page

    2 votes

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  9. 2 votes

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  10. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Customer would like to have the platform supported by https://www.spellbook.legal/
    https://www.ivo.ai/

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Disabling Save Template Prompt:

    Issue: The system prompts you to save a template after each sent message, which you find unnecessary.
    Suggestion: Implement an option to disable the automatic prompt asking to save messages as templates. This allows users who frequently use the same templates, or who prefer not to be prompted, to streamline their workflow.

    4 votes

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  13. 2 votes

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  14. Please include your company name in the naming of your invoice file. It is best practice for those who save these files.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  15. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Customer would like the ability to extract data from the actual content of the document

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  17. The ability to track actions such as who has logged in/out and who has removed documents, etc.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  18. check and detect documents if it has a QES digital signature along with their validity

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Inbox: Mark all as read at once

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. After Downloading the Document as PDF, There's still fields that recipients can input details.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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