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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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275 results found

  1. bulk send delivery report

    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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  2. Shorten URL Link

    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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  3. Automatic conversion of Excel file to PDF within PandaDoc

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

    4 votes

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  4. Quality of the uploaded PDF

    PDF upload improvements so the quality stays the same.

    4 votes

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  5. Hide signers' email addresses on the signature certificate

    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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  6. Set messages for Chat as Public by default

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

    4 votes

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  7. Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    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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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  8. Group contacts

    Have contacts in PandaDoc grouped by a specific group name.

    4 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  9. Ability to save PandaDoc documents as p7m files

    4 votes

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  10. Bulk Send: Retract a bulk send batch with errors easily

    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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  11. Remove signer from the signing order

    Remove signer from the signing order.

    4 votes

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  12. Saved messages upload between workspaces

    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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  13. The ability to create custom buttons inside PandaDoc documents.

    4 votes

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  14. live web document without having to assign 'Role

    live web document without having to assign 'Role'

    4 votes

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  15. Option to set expiration for link shared with the recipient [Workaround in comments]

    Option to set expiration for link shared with the recipient.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  16. If value is greater than * then, if less then * then

    3 votes

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  17. smart content: more than one rule

    smart content: more than one rule

    3 votes

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  18. Send reports via email: Option to send leaderboard reports via email on a recurring basis.

    Option to send leaderboard reports via email on a recurring basis.

    3 votes

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  19. Folders In Contacts Section

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  20. disable email forwarding

    ability to disable document forwarding for public view.

    3 votes

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