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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 4 votes

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

    4 votes

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  3. ability to disable document forwarding for public view.

    4 votes

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  4. 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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  5. 4 votes

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  6. Hello,

    One of new updates was in regard to the tax section located on our purchase agreements.
    We noticed that now instead of updating the tax rates on the side column like in the classic editor version.

    The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.

    Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?

    4 votes

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  7. 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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  8. PDF upload improvements so the quality stays the same.

    4 votes

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  9. 4 votes

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  10. I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    4 votes

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  11. 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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  12. Remove signer from the signing order.

    4 votes

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  13. At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot

    4 votes

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  14. 4 votes

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

    4 votes

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  16. To export the contact info for all contacts that have been sent a document to sign but have not signed.

    3 votes

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  17. 3 votes

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  18. Enlarge uploaded signature after the signature has been attached.

    3 votes

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  19. Be able to select multiple contacts and add them to a document while autofilling their email, phone number, name, address that has been added to the created document.

    3 votes

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  20. categorize the documents in the completed category so that they are organized based on document type or degree of processing

    3 votes

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