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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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275 results found

  1. Ability to get the IP or I identify who access the document using Audit Trail

    3 votes

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  2. 3 votes

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  3. 3 votes

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  4. 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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  5. 3 votes

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  6. It would be great to be able to chose to include or leave off the signature cert. If i am having to extract the page via Adobe, it defeats the purpose of the doc being 'locked' after signature.

    3 votes

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

    3 votes

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

    3 votes

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  9. 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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  10. 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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  11. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    3 votes

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  12. label documents as wet signature completed

    3 votes

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  13. 3 votes

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

    3 votes

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  15. customize the outgoing message based on template

    3 votes

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  16. 3 votes

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  17. 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?

    3 votes

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  18. 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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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. Save signature created in PD as PNG.

    3 votes

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  20. Automatic backup of documents and statistics.

    3 votes

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