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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7359 results found

  1. Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    5 votes

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  2. 1 vote

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  3. Option to align the numbers in the total and in the pricing table itself

    1 vote

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  4. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. Be able to delete a blank page from a completed document PDF

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Ability to shrink content blocks even more

    4 votes

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  7. Serialized Inventory refers to the practice of assigning a unique identification number or code (known as a "serial number") to each individual item in an inventory. This allows for precise tracking and management of each specific item from manufacturing through sale, and sometimes even through the item's end-of-life.

    1 vote

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  8. I have a customer that is sending multiple bulk-send. Because of the delivery he sometimes needs to send links to the recipients manually.
    Therefore, it would be nice to have a report that will include recipients URLs that he and his team can easily get access to.

    1 vote

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  9. Customer would like the signature option for type not to contain the name of the recipient as the default name when they first selected the signature field.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  10. Ability to route failed deliverability to other email address

    1 vote

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  11. Upload a signed PDF and PandaDoc will automatically sync it to the sent document.

    2 votes

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  12. Create multiple documents both from template and PDF via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. For example, some pages are section dividers and should not have page numbers.

    1 vote

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  14. Ability to modify/ edit signers after they have signed/ finalized their part

    1 vote

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  15. Ability to add signers to a completed document (countersign a completed document)

    7 votes

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  16. Ability to Initiate the signing of a document based on a template when a record is created in Dynamics 365. This process may involve one or more custom tables as the base record not necessarily lead or quote.

    We need to monitor the signing status within the same record, capturing information about signatories and those who are still pending signature.

    We must send the document on a particular event we define in our business process. This won't be a manual trigger.

    For example, when a process reaches a particular stage, we need to trigger the document 12 hr after the…

    1 vote

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  17. Ability to generate a report on the number of documents edited after being sent.

    1 vote

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  18. Option to switch off "Collaborator requests access" notification for Admin users.

    7 votes

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  19. The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.

    For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.

    5 votes

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  20. A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform

    1 vote

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