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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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720 results found

  1. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    2 votes

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  2. The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. 2 votes

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  6. 2 votes

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  7. Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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  8. 2 votes

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  9. 2 votes

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  10. Have the ability to use the Payments to mark documents as paid if they were created before 01/24/2024

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?

    1 vote

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  14. 1 vote

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  15. Have the ability to add in SMS verification to bulk send

    1 vote

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  16. To have an option where each of the further added documents to an already created document will have a new sequence number

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. Ability to add metadata to documents created from templates using the PandaDoc editor.

    1 vote

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  20. 1 vote

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