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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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782 results found

  1. 3 votes

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  2. Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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  3. 3 votes

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  4. add a recipient to the folder to sign the documents

    2 votes

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  5. Ability to create one invoice per customer transaction. Not make a separate one for PandaDoc and Stripe, or QuickBooks.

    2 votes

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  6. Bulk sending of multiple documents via link sharing

    2 votes

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  7. The ability to hide/limit the contact list suggestion that shows up when a user adds recipients to documents (this avoids accidentally adding and sending to recipients with similar names/email addresses).

    2 votes

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  8. When pulling in CLI using conditional smart content, cannot add conditional fields to the block. While ideally, would like to have conditional fields available in CLI, being able to add it to the content after pulling in via smart content would also be helpful.

    2 votes

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  9. SSO SCIM 2.0

    2 votes

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  10. Additional International ID Verification options needed to scale PandaDoc globally. QES doesn't meet level of verification needed. KBA currently only US based. Expansion of ID and/or KBA verification options to non-US recipients.

    2 votes

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  11. Ability to empty trash folder by bulk

    2 votes

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  12. Once a document is signed, it would be useful to be able to send a copy of the signed document with certificate and any uploaded images to an "Admin" user for them to process.

    2 votes

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  13. Add the United Arab Emirates and the Kingdom of Saudi Arabia to the list of countries supported for sending documents via SMS.

    2 votes

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  14. We are only needing 1 template to be limited to in-person signing, wanting to block sending this document via email.

    2 votes

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  15. 2 votes

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  16. Option to generate a report of all documents on the account for which new links have been generated. After 6 months, links expire, and when recipients click on them, a new link is generated. It would be great to see which documents have had new links generated.

    2 votes

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  17. Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.

    2 votes

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  18. SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    2 votes

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  19. Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.

    2 votes

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  20. Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to

    2 votes

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