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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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276 results found

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

    4 votes

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  2. 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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  3. 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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  4. 3 votes

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

    3 votes

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  6. 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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  7. Be able to pull a report on users and their licenses

    3 votes

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  8. Option to set expiration for link shared with the recipient.

    3 votes

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  9. 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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  10. 3 votes

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

    3 votes

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

    3 votes

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  14. 3 votes

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  15. 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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  16. 3 votes

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  17. Kiosk mode is to lock down a device when that device is used for a specific task or used in a public setting.

    3 votes

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  18. A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. Client would like to be able to sort PandaDoc contacts by last name in alphabetical order

    3 votes

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  20. AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.

    3 votes

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