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

    4 votes

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  4. 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)

    3 votes

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  5. 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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  6. Pandadoc should have an option for creating reports for PAID and UNPAID invoices.

    As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.

    Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…

    3 votes

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  7. 3 votes

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

    3 votes

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  9. Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.

    3 votes

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  10. 3 votes

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  11. 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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  12. Be able to pull a report on users and their licenses

    3 votes

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  13. Option to filter document in reporting via recipients name

    3 votes

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  14. Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.

    3 votes

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  15. 3 votes

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  16. Would be great to be able to sort Contact book by Company alphabetically.

    3 votes

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  17. I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.

    3 votes

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  18. countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)

    3 votes

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  19. 3 votes

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  20. 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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