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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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485 results found

  1. Option to upload a signature (which is not an image) to sign a PandaDoc document.

    1 vote

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  2. Mailing/burofax/certified letter service

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  3. Customer would like to generate a report for deleted documents alone

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  4. Customer would like PandaDoc to be able to support federated set up when they create a new email account in Gmail.

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  5. Be able to delete a blank page from a completed document PDF

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  6. ability to retrieve previously sent messages when not saved under saved messages feature.

    1 vote

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  7. The client is using our Reporting feature regularly sending out the running numbers for his team. He wants to create a graph showing the numbers of his sales rep if they've achieved their target for X month and compare the supposed target to their running numbers when it comes to creating and sending out the doc to their clients along with the doc dollar value.
    This would help him not to create the graphs in Excel and or do this on a manual process from time to time.

    1 vote

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  8. 1 vote

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  9. WellnessLiving Integration

    1 vote

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  10. Customer would like to have the option to only enable one option for suggest edits using PandaDoc or Microsoft Word

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  11. Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature

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  12. This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.

    Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.

    Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.

    1 vote

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  13. Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.

    1 vote

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  14. Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).

    I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…

    1 vote

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  15. When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc

    1 vote

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  16. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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  17. Will allow the user to Add the IP address or auto opulatye it using variables

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  18. Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.

    1 vote

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  19. 1 vote

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  20. 1 vote

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