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

    2 votes

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

    1 vote

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

    3 votes

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

    7 votes

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

    7 votes

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  7. 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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  8. 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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  9. Ability to pull Report on the document value/deal value after the document has been completed, to retrieve the value that was agreed by the recipient.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.

    2 votes

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  11. Move folders through API. Ability to download the folder and/or archive into subfolders.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  12. Option to use custom fields in merge rules

    1 vote

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  13. To be able to use Smart Content with bulk send.

    8 votes

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  14. Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.

    4 votes

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  15. 4 votes

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  16. Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    6 votes

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  17. Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Sending PandaDoc's in bulk with verification code

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. We would like to be able to mass update Content library items in tables

    2 votes

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