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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7267 results found

  1. The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.

    1 vote

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  2. In-person signing support document rejection (for now you can only sign).

    1 vote

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  3. 1 vote

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  4. 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.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  5. 3 votes

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    1 comment  ·  API  ·  Admin →
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  6. An easier way for recipient to see who is a signer or CC'd on a document. Instead of having to hoover over the Bubbles at the top of the document allow there to be a portion on the side of the document to view who is all a signer/CC'd on the document. "Or make it more prominent that everyone copied is listed at the top of the pandaDoc."

    2 votes

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  7. The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.

    4 votes

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  8. Ability to add signature field without assigned recipient.

    11 votes

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  9. Currently only Heading 1 occurs as a title in the Table of Contents. Since tables of contents don't recognize PDF page breaks as a new page number, my work around is to manually create page breaks, which means I also need to split my table of contents into 2 pages. It would be helpful if I could designate Heading 2 or 3 as a title, so that Heading 1 sorts into TOC 1, and Heading 2 or 3 sorts into TOC 2. Currently I am forced to populate Heading 1 into both tables of contents and delete the redundancies out…

    1 vote

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  10. Have the ability to manage the visibility of contacts from users

    2 votes

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  11. Share a single document link with all recipients, rather than creating a unique link for each user.

    16 votes

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  12. A button to clear a product item from the row in a pricing table would be more streamline than needing to delete the title and description. See video of explanation below:

    1 vote

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  13. 1 vote

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  14. filter out manually completed documents from the GET documents API call?

    3 votes

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    1 comment  ·  API  ·  Admin →
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  15. Hibob HR Software integration

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. To better manage item distribution in Quote Builder during PDF rendering.

    29 votes

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  17. 1 vote

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  18. Pandadoc should have an option for creating reports for PAID and UNPAID invoices.

    As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.

    Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  19. Option to insert arrows to the documents like Microsoft PowerPoint

    2 votes

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  20. To be able to generate a certificate that will include recipient information when the document is viewed or does not have a signature field

    2 votes

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