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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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412 results found

  1. When users go to print out a document generated in Pnadadocs, the margins default in such a way that the page numbers and other items in the headers and footers are cut off. Having the print settings default to "fit to page" or some other equivalent would be very helpful.

    1 vote

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  2. In the Completed folder, there should be a way to highlight or mark which documents were already worked and which need follow-up. Too often I cannot remember where I left off and end up viewing the same documents over again.

    1 vote

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  3. 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!

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

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. 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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  8. 1 vote

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  9. 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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  10. Ability to setup Favicon

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  11. 1 vote

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  12. 1 vote

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  13. 1 vote

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

    1 vote

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  15. The ability to download notarizations in bulk.

    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!

  16. It would be more helpful if only the ones that needed to be signed shows in the inbox

    1 vote

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  17. Customer would like the Canopy to be integrated to PD

    1 vote

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  18. The customer wishes to have the capability for the temporary signer to utilize the document and signature forwarding feature to assign each field to multiple signers

    1 vote

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  19. The customer wishes for the custom role to include the capability to add and remove users, as well as modify their licenses.

    1 vote

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  20. A way for the customer to automatically add the date from the document to their calendar on their device once the document is opened.

    1 vote

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