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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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110 results found

  1. Option to disable QES for the whole account and all workspaces at once

    1 vote

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  2. customize SMS verification

    3 votes

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    • Will allow the signer to view the next page after they sign the initial page
    1 vote

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  3. Option to use recipient groups when sending documents via bulk send

    1 vote

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  4. This would allow a document to be sent back to one of the previous signers to sign again. This is helpful when you are not able to use the approval workflow feature.

    2 votes

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  5. showing changes in documents requiring approval.

    1 vote

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  6. Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.

    1 vote

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  7. warning when you get down to the last 100 bulk sends available

    1 vote

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  8. Automations: Paid status aside from Completed and Sent statuses.

    2 votes

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  9. Customer would like PD to remember the CSV file that they previously use before in bulk send

    1 vote

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  10. Ability to send a document to each person in a signing order via link manually

    2 votes

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  11. To be able to use Smart Content with bulk send.

    4 votes

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  12. Option to add smart content based on conditional rule: 'if not null'

    1 vote

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  13. sign with an Apple pencil

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.

    0 votes

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  17. when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?

    1 vote

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  18. Ability to send fax online more than 20 pages

    1 vote

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  19. When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

    2 votes

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