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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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276 results found

  1. Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
    Currently, the new contact has to be completely filled out again.

    1 vote

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  2. 1 vote

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  3. Option to enable to see the recipient on the inbox

    1 vote

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  4. Have an archive of everyone that email was delivered to, so they can be downloaded.

    1 vote

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  5. Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.

    1 vote

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  6. the client needs to avoid the option "choosing the email from the automatically-generated list" as other staff members can choose the wrong email

    1 vote

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  7. 1 vote

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  8. No. of Rejected Document will show up in Dash and in Reporting

    1 vote

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  9. 1 vote

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  10. New wizard: the full list of the contact parameters when creating a document.

    1 vote

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  11. create sub account for another user under the current active account and that user should not be able to view older documents signed

    1 vote

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  12. Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.

    This would mean the ability to actually sign a check in PandaDoc for processing.

    1 vote

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  13. Looking for a data entry tool. Complex chart cataloging

    1 vote

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  14. Ability to sell create doc only feature

    1 vote

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  15. PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.

    1 vote

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  16. Would like to have an option to set up logo for specific e-form not for the whole account/workspace

    1 vote

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  17. I do receive an e-mail saying that the supposedly person has accessed to the platform (name of the person of the link in PandaDoc) not the recipient of the link, which is not true

    1 vote

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  18. Make Adding Contacts Easier- When adding a new contact, if you click anywhere on the screen outside of the white box by accident, it exits the screen that you are working on with all the fields and you then have to start entering all details from scratch again. It can be very frustrating.

    1 vote

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  19. Make the email message box display bigger/wider.

    1 vote

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  20. UGAP reference needed

    1 vote

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