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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Reporting to display email delivery rate.

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  3. 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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  4. 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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  5. Ability to setup Favicon

    1 vote

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

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. 1 vote

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

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  12. 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!

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

    1 vote

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

    1 vote

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  15. 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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  16. 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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  17. 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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  18. The ability to embed audio and build an audio player for press kits, presentations, pitches and examples of an artists music, event theme and the ability to embed widgets for Spotify, Soundcloud, Mixcloud etc would be excellent

    1 vote

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  19. Customer would like to have a blockchain integration

    1 vote

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  20. Option to migrate account data from US to EU servers

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