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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I have a requirement to query granular form-filled data. eg. a form is filled and when it is submitted, I need to be able to query a database of the formfill data. So if there is a field on a form such as bloodPressure, I can run an sql query along the lines of:
    SELECT bloodPressure from IntakeForm
    where formFilledYMD >= <someDateRangeStart>
    and formFilledYMD < <someDateRangeFinish>

    2 votes

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  2. 4 votes

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  3. Additional functionalities in the inbox section like moving the received items to a different location

    1 vote

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  4. Allow multiple Contacts to have the same e-mail address if the name is Different

    1 vote

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  5. Ability to add more contact information/create custom fields to populate information on the contact page.

    2 votes

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  6. download old versions of templates/documents without switching the document/template to its older version via version history

    2 votes

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  7. replace the PDF source file with API call.

    1 vote

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  8. option to modify or delete commission number in Notary Stamp

    1 vote

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  9. i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    2 votes

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  10. 1 vote

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  11. edit .docx files without using text blocks - after clicking "Convert document"

    2 votes

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  12. Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")

    1 vote

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  13. 1 vote

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  14. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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  15. To export the contact info for all contacts that have been sent a document to sign but have not signed.

    1 vote

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  16. Please add "Electronically signed and dated" to signature box so it appears on the actual document, many facilities require this feature and the signature certification page is not sufficient for them.

    1 vote

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  17. Settings to modify the fields/text field size (Length & Width) by numerical input

    2 votes

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  18. We are a new customer to PandaDoc. I don't think our County will ever use the pricing table part of this product. We are using this to collect signatures on documents only with no money tied to them. It would be very beneficial if we could flip to a view that didn't have the dollar amounts all over since all of ours are $0.

    1 vote

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  19. Disable option to create a new account under specific domain

    1 vote

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  20. I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.

    2 votes

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