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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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257 results found

  1. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    34 votes

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    2 comments  ·  Other  ·  Admin →
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  2. Working TOC in PDF files (after downloading).

    30 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. 24 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
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  4. add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    24 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  5. ability to enable multiple currencies on the dashboard

    23 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  6. Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.

    22 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  7. Change the document sender to any email without using Send on behalf.

    20 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  8. A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    19 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  9. Ability to allow someone else to sign a document if the original signer is out of office,

    17 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  10. If the PDF is not flattened, some content can be missed after upload

    17 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  11. The functionality to restore contacts that have been deleted and undo a contact import.

    16 votes

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    2 comments  ·  Other  ·  Admin →
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  12. Import Contacts using CSV file directly to Pandadoc

    15 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  13. 15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    13 votes

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    1 comment  ·  Other  ·  Admin →
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  15. Ability to get the IP or Identify who access the document using Audit Trail

    13 votes

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    3 comments  ·  Other  ·  Admin →
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  16. create a report from the documents created per recipient

    13 votes

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    2 comments  ·  Other  ·  Admin →
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  17. Prefill fields on the form when it opens.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Option to switch off "User joined workspace" notification for Admin users

    12 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    12 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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