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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Disable option to create a new account under specific domain

    3 votes

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  2. 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.

    3 votes

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

    3 votes

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

    3 votes

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  5. 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. 3 votes

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  8. I have a client who is curious about how many trees they've saved up while they're using the paperless transaction of PD.

    They want to know their stats on this, in terms of sustainability.

    3 votes

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  9. Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.

    3 votes

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  10. ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat

    3 votes

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  11. 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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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. 3 votes

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  13. 3 votes

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

    3 votes

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

    3 votes

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  17. Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    3 votes

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  18. The ability to select a bunch of users and assign them a license.. that way i don't have to change each license for each user and confirm each change..

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  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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