Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. send a follow-up email/document after document completion

    1 vote

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  3. I have different tags to documents, which has helped differentiate just by looking at the tab, but if we could pick a color for a created tab that would be beneficial.

    1 vote

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  4. Immediate payment option in billing page

    1 vote

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  5. Particular agencies need to work with vendors that comply with CJIS standards. More information here: https://www.fbi.gov/services/cjis/cjis-security-policy-resource-center

    1 vote

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  6. Some federal agencies require a cloud provider to meet a certain criteria before they can work with a vendor. This authorization process is outlined here: https://www.fedramp.gov/

    1 vote

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  7. 1 vote

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  8. If you're working on a Document and click an item from the menu (e.g. Content Library, Templates, Catalogue) it opens up in the same window. When you need to go back to working on your Document , you need to navigate back to it through the menu. There's a work around by manually coping the link, opening a tab and the pasting it. It would be great if a new window/tab opens whenever you click on an item from the menu.

    2 votes

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  9. 1 vote

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  10. Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    1 vote

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  11. 1 vote

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  12. It would appear more professional to have numeric variables to reflect comma separators.

    1 vote

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  13. When a proposal is completed need to make a PO from there to place an order with a vendor

    1 vote

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  14. If you send a document via link, you should be able to resend it via email without having to edit the document and resend it

    1 vote

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  15. 2 votes

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    1 comment  ·  Other  ·  Admin →
  16. It would be great to be able to chose to include or leave off the signature cert. If i am having to extract the page via Adobe, it defeats the purpose of the doc being 'locked' after signature.

    1 vote

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  17. password protect document option for business plan

    2 votes

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  18. option to arrange contacts into groups/categories for bulk sending

    1 vote

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  19. As an example, when you go to insure your car, for additional drivers, the form gives you a + option which expands for each additional driver creating a new section asking all the same questions.

    I would love to have this option available to any section of the form, so a recipient could replicate if there is more than one person etc.

    1 vote

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  20. As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    2 votes

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