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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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257 results found

  1. report of all the signed documents using specific IP addresses

    12 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  2. Advance reporting to show total time viewed on each document.

    12 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  3. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    11 votes

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  5. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  6. Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    11 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  8. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    10 votes

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    2 comments  ·  Other  ·  Admin →
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  9. It's set randomly now for every new contact.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  10. Compatibility with external signature pads i.e. topaz signature pad

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Email validation for contacts

    9 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  12. Export all data from PandaDoc

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  15. Ability to change the sender email when sending via Bulk send.

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.

    8 votes

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  17. In addition to creating documents, customers would also like to create slideshow/ppt presentations

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. customize the outgoing message based on template

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. The option to delete Timeline on the Dashboard.

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  20. Export metadata of a document (signer, date, name, variables from the document, etc)

    7 votes

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