Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    3 votes

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  2. Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.

    3 votes

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

    3 votes

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  4. 3 votes

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  5. label documents as wet signature completed

    3 votes

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  6. ability to change the contact's name in the document

    3 votes

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  7. customize the outgoing message based on template

    3 votes

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  8. 3 votes

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  9. More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

    3 votes

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  10. Advance reporting to show total time viewed on each document.

    3 votes

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  11. Save signature created in PD as PNG.

    3 votes

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  12. Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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  13. Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

    3 votes

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  14. Filter contacts in PandaDoc based on contact info when adding as a recipient

    3 votes

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  15. 3 votes

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  16. A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.

    3 votes

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  17. triggers to login process after typing username and password and then clicking/pressing ENTER

    2 votes

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  18. Remove Branding on Documents

    2 votes

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  19. Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    2 votes

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  20. Option to support 3rd party digital signatures

    2 votes

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