Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  3. 1 vote

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  4. 1 vote

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  5. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  6. Have the ability to highlight text

    1 vote

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  7. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

    1 vote

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  9. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  10. Transfer the word document's inline comments to PandaDoc after the document is created via the upload of the word file

    1 vote

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  11. Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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  12. Ability to globally turn off attach PDF vs per document as not using templates, only uploaded documents.

    1 vote

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  13. Remove text block from cover page in EV1.

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    1 vote

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  17. A role variable for "Client.County"

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  18. include the Bill To First and Last Names to Authorize.net payments

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. 1 vote

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  20. Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    1 vote

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