Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.

    1 vote

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    • Is it possible to show green on the page that is showing on the main screen.

    • move the green off the previous thumbnail and put it on the next.

    1 vote

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  2. Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    1 vote

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  3. Change status manually for bulk documents

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. Export a list of paid documents with the name, amount and date it was paid.

    1 vote

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  7. The ability to change the date under your name in your Inbox in PandaDoc - sending date should be visible instead of the date when a document was created.

    1 vote

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  8. I wanted to ask a question. One of DocuSign’s functionality that isn’t yet integrated into PandaDoc is the ability to capture the chat comments and history onto the document so it can be exported or captured as one item.

    Could you verify if this is something that is in the works?

    1 vote

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  9. 1 vote

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  10. Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    2 votes

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  11. i need you to sign a non disclose agreement,
    your panda doc software would be a astonishing asset to have for my app that innovates the postage service beyond tracking to the post off departure. it much more then that.
    makinging postage more of an approachable, intimate experiance, of course. theres an app.

    1 vote

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  12. If users decide to add a comments on the document that is public then we should have the ability to make it part of the document. This is a functionality of your competitor Docusign and it is very helpful.

    1 vote

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  13. 1 vote

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  14. The ability to automate document titles through variables

    1 vote

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  15. Email to be sent after document is paid

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive

    1 vote

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  19. At the moment when an image is uploaded via the collect files field and then the image is clicked from inside of the document, the image is just opened in new tab and it is hard for a user to find a way to download it (they have to use the browser's option, right-click on the image and select "Save image as"). The feature request is to add the download button in the file preview to make the process easier and more clear

    1 vote

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