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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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206 results found

  1. Upload a document option directly from contacts tab in EV2

    Upload a document option directly from contacts tab like in EV1

    1 vote

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    0 comments  ·  Other  ·  Admin →

  2. Store Signature Image (jpg) for PandaDoc Account Owner

    I need to use a signature jpg for signing documents and find it very inconvenient (and time-wasting) having to navigate my local drive to locate the signature image every time I need to execute an agreement. We don't like using the generic font signature as it looks unprofessional.

    Why not include an option to store one signature image for every paying account holder that can be selected during the signing workflow? This would save a lot of time and frustration and the final executed agreements would look far more professional if more people leveraged this option.

    1 vote

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    1 comment  ·  Other  ·  Admin →

  3. Signature classes or pattern recognition.

    I have the same type of categories of people repeatedly signing extensive documents. If I could assign a category to signature boxes then I wouldn't have to individually assign each entry. I could assign each person signing to something like "client", "parent/guardian", "company representative", etc. That would allow my preset signature categories to assign each entry to the appropriate person.

    1 vote

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  4. Forgot password button at login

    1 vote

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  5. Uploaded PDF to retain hyperlinks

    Have links present within the PDF before upload remain within the PandaDoc

    1 vote

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    Released  ·  0 comments  ·  Other  ·  Admin →

  6. Convert EV1 Documents to EV2

    1 vote

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