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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. At the moment, you have to create a US-based account to be able to log in to the Help Center

    1 vote

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  2. Filter documents by currency.

    1 vote

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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!

  3. Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.

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  4. Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.

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  5. 1 vote

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  6. 1 vote

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  7. 1 vote

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  8. hi,
    i often send document for a signature of a coporate contract.
    but the existing box are only first and last name.. it is missing corporate name for such a use.

    i think it could be great to add this field

    1 vote

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  9. 1 vote

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  10. Reporting to display email delivery rate.

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  11. Ability to create a set of Saved Messages made available for specific users of a workspace to choose from, disabling the feature for them to create their own.

    1 vote

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  12. This is in relation to the SFDC integration starting from the iFrame. There is a button that says 'return to object' at the top at the point of creating a document. We create docs from child records. It would be ideal to click 'return to object' and be linked to the associating parent object.

    1 vote

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  13. Ability to setup Favicon

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  14. The customer wishes to have the capability for payment scheduling using the QuickBooks payment gateway.

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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  18. Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace

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  19. Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.

    1 vote

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  20. Use workspace name as a sender when using white-labeling

    1 vote

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