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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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276 results found

  1. Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.

    3 votes

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

    3 votes

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  3. The ability to see what kind of device your recipient used when signing/opening the document

    3 votes

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  4. 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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  5. 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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  6. ability to change the contact's name in the document

    3 votes

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  7. 3 votes

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  8. Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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  9. Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

    3 votes

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  10. A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.

    3 votes

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  11. edit .docx files without using text blocks - after clicking "Convert document"

    2 votes

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  12. Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")

    2 votes

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  13. 2 votes

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  14. Settings to modify the fields/text field size (Length & Width) by numerical input

    2 votes

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  15. I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.

    2 votes

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  16. 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,…

    2 votes

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

    2 votes

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  18. 2 votes

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  19. Export metadata of a document (signer, date, name, variables from the document, etc)

    2 votes

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  20. permission to access reporting for Member role

    2 votes

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