Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. It would appear more professional to have numeric variables to reflect comma separators.

    2 votes

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  2. 2 votes

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  3. option to arrange contacts into groups/categories for bulk sending

    2 votes

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  4. I work for a clinic and we were thinking of using PandaDoc for consent forms before treatment.
    Its a bit frustrating that every patient who has completed the same form will receive an automated email saying 'all participants have completed the form'
    This seems a bit useless and unneccesary? If it wasn't for this function, PandaDoc would be absolutely perfect for what we need it for!

    2 votes

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  5. The ability to automate the share via link feature.

    2 votes

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  6. Encrypt emails

    2 votes

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  7. 2 votes

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  8. Email validation for contacts

    2 votes

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  9. insert line breaks in tokens/variables

    2 votes

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  10. Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)

    2 votes

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  11. Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    2 votes

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  12. 2 votes

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  13. 2 votes

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  14. 2 votes

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  15. Ability to choose the position of the signature certificate reference on a printed document (now it's at the bottom of the page by default)

    2 votes

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  16. 2 votes

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  17. Optimize the incoming emails to avoid cropped views, etc.

    2 votes

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  18. 2 votes

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  19. ability to turn pages to landscape for uploaded documents

    2 votes

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    Merged  ·  0 comments  ·  Other  ·  Admin →
  20. The option to see the last time the team member logged in.

    2 votes

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