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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.

    1 vote

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  3. Provide downloadable reporting for Bulk Send that includes:
    A comprehensive status report for Bulk Send documents, showing which recipients have signed and which have not
    Recipient URLs
    A list of recipient emails with their delivery/status details, such as failed, received, completed, etc.

    28 votes

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  4. 4 votes

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  5. 4 votes

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  6. Folder organization for Forms.

    33 votes

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    6 comments  ·  Forms  ·  Admin →
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  7. 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.

    11 votes

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  8. 1 vote

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  9. catalog sharing across workspaces

    24 votes

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  10. Availability to use custom variables for the forms (at the moment only role variables can be used)

    68 votes

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    10 comments  ·  Forms  ·  Admin →
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  11. 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.

    3 votes

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  12. Ability signature too for applications or forms that are not in panda.

    1 vote

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  13. The ability to create or update templates and content library items that are accessible in one workspace.

    24 votes

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  14. Ability to use two different signatures for the same person (for example draw and type)

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  15. 4 votes

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  16. ability (button) to download a PDF of a Form

    38 votes

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    3 comments  ·  Forms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  17. check word count feature

    5 votes

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  18. Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.

    2 votes

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  19. 1 vote

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  20. 1 vote

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