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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 6 votes

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

    5 votes

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  3. Option to add VOID across a document that has already been sent and signed by all parties (and then resend)

    5 votes

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  4. Option to update or edit a template/document and dynamically mass update bundled templates/documents

    5 votes

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  5. download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent

    5 votes

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  6. 5 votes

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  7. Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document

    5 votes

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  8. When sending a document to multiple signers to have a message for just one signer.

    5 votes

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  9. eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc

    5 votes

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  10. 5 votes

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  11. 5 votes

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  12. 5 votes

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  13. Graphical representation reporting - pie charts and other visuals

    5 votes

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  14. Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    5 votes

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  15. It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.

    5 votes

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  16. 5 votes

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  17. once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    5 votes

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  18. Option to change the document owner once a document is generated from CRM.

    • Will allow the creator of the account to choose the owner of the document once creted from CRM
    5 votes

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  19. Remove a document from a bundle and make it a totally separate document without having to use the content library.

    5 votes

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  20. 5 votes

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