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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.

    1 vote

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  2. Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room

    1 vote

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  3. 1 vote

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  4. The ability to send documents both via SMS and Email at once.

    1 vote

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  5. 1 vote

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  6. The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.

    1 vote

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  7. Customer would like the option to reduce the number of fonts available in the signer's signature field

    1 vote

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  8. 1 vote

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  9. option to convert currency for the PandaDoc pricing page

    2 votes

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  10. 2 votes

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  11. 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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  12. Customer would like to have the platform supported by https://www.spellbook.legal/
    https://www.ivo.ai/

    2 votes

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  13. At the moment, we can only add tags while on the document list. It would be great if it worked while viewing the document too.

    1 vote

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  14. Hide created documents from other members within the workspace

    1 vote

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  15. Customer would like to have a feature for clickwrap agreement when they sent in the document

    1 vote

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  16. 4 votes

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  17. The customer wants to eliminate the gray email background notification when they receive the document.

    1 vote

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  18. Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format

    1 vote

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  19. 2 votes

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  20. 2 votes

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