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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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474 results found

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

    4 votes

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  2. 4 votes

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  3. Customer would like the option to be able to assign or change payer after the document has been sent

    4 votes

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

    4 votes

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  5. Ability to add a phone number used for recipient verification to the signature certificate.

    4 votes

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  6. 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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  7. 4 votes

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

    4 votes

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  9. replace the PDF source file with API call.

    4 votes

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  10. 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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    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!

  11. Please add Japanese as an available language within the UI for clients. Thank you

    4 votes

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  12. Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.

    4 votes

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

    4 votes

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  14. Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.

    4 votes

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  15. Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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  16. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    4 votes

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  17. Option to support 3rd party digital signatures

    4 votes

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  18. Option to add recipient even the document status is completed

    4 votes

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  19. 4 votes

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

    4 votes

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