Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

    4 votes

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  2. live web document without having to assign 'Role'

    4 votes

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  3. 4 votes

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  4. 4 votes

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  5. Ability to add some information to be shown on the signature certificate (such as four last digits of the social security number, date of birth, etc. to verify the signer's identity)

    4 votes

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  6. 3 votes

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  7. we are sending our onboarding documents to new employees and want to add both their personal email and work email under their contact info.

    3 votes

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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
    3 votes

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  9. smart content: more than one rule

    3 votes

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  10. 3 votes

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  11. ability to disable document forwarding for public view.

    3 votes

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  12. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    3 votes

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  13. 3 votes

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  14. It would be great to allow for the following when using document automation fields based on PD Contacts:

    If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.

    3 votes

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  15. Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    3 votes

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

    3 votes

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  17. option to arrange contacts into groups/categories for bulk sending

    3 votes

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  18. Compatibility with external signature pads i.e. topaz signature pad

    3 votes

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  19. I'm looking to find a way to send documents for e-sign that once is signed by all participants they can not see each other emails on the certificate.

    3 votes

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  20. At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)

    3 votes

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