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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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300 results found

  1. In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    11 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    10 votes

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

    10 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Have contacts in PandaDoc grouped by a specific group name.

    10 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  5. 10 votes

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  6. ability to use two different signatures for the same person (for example draw and type)

    9 votes

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  7. Export all data from PandaDoc

    9 votes

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  8. 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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  9. report of all the signed documents using specific IP addresses

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  10. 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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  11. 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
    8 votes

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

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  13. create a report from the documents created per recipient

    8 votes

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    2 comments  ·  Other  ·  Admin →
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  14. 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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  15. 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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  16. Email validation for contacts

    8 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  17. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Advance reporting to show total time viewed on each document.

    8 votes

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  19. 8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. It's set randomly now for every new contact.

    8 votes

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