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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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283 results found

  1. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  2. Prefill fields on the form when it opens.

    11 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  5. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    10 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. report of all the signed documents using specific IP addresses

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  7. Advance reporting to show total time viewed on each document.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  8. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    9 votes

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    1 comment  ·  Other  ·  Admin →
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  9. The functionality to restore contacts that have been deleted and undo a contact import.

    9 votes

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    2 comments  ·  Other  ·  Admin →
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  10. Ability to get the IP or Identify who access the document using Audit Trail

    9 votes

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    2 comments  ·  Other  ·  Admin →
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  11. ability to use two different signatures for the same person (for example draw and type)

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    9 votes

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

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. Export all data from PandaDoc

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  16. i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    8 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Option to switch off "User joined workspace" notification for Admin users

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  18. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  19. In addition to creating documents, customers would also like to create slideshow/ppt presentations

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. Email validation for contacts

    8 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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