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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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314 results found

  1. Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.

    5 votes

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  2. Option to add recipient even the document status is completed

    4 votes

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  3. After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc

    4 votes

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  4. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    4 votes

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

    4 votes

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  6. PDF upload improvements so the quality stays the same.

    4 votes

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  7. 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.

    4 votes

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  8. Public comments are available by default (for now, private comments come by default).

    4 votes

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

    4 votes

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  10. Have contacts in PandaDoc grouped by a specific group name.

    4 votes

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  11. 4 votes

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  12. Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).

    4 votes

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  13. Remove signer from the signing order.

    4 votes

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  14. Is there a way to mass upload messages to workspaces, or does it have to be done manually one by one?

    4 votes

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  15. 4 votes

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

    4 votes

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  17. Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.

    3 votes

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  18. Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.

    3 votes

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  19. Import Contacts using CSV file directly to Pandadoc

    3 votes

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  20. Being able to run a report to view all of the documents there are collaborators on.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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