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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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489 results found

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

    5 votes

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  2. Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)

    5 votes

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  3. 5 votes

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  4. label documents as wet signature completed

    5 votes

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  5. 5 votes

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  6. Automatic backup of documents and statistics.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  7. Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  8. 5 votes

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  9. The ability for reports to show user data/internal rate

    i.e when a colleague has sent a quote for approval to the internal team, information revolving the time it took.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  10. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Disabling Save Template Prompt:

    Issue: The system prompts you to save a template after each sent message, which you find unnecessary.
    Suggestion: Implement an option to disable the automatic prompt asking to save messages as templates. This allows users who frequently use the same templates, or who prefer not to be prompted, to streamline their workflow.

    4 votes

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  12. Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)

    4 votes

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  13. The ability to track actions such as who has logged in/out and who has removed documents, etc.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  14. 4 votes

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  15. Ability to download the reporting as PDF or link that is viewable to others.

    4 votes

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  16. Do not automatically add the recipients in contacts: The client should have an option whether they want to add the recipients in contacts or not.

    4 votes

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  17. 4 votes

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  18. download old versions of templates/documents without switching the document/template to its older version via version history

    4 votes

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  19. replace the PDF source file with API call.

    4 votes

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  20. Please add "Electronically signed and dated" to signature box so it appears on the actual document, many facilities require this feature and the signature certification page is not sufficient for them.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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    Hi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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