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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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168 results found

  1. Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Option to Disable Payment Reminders for Individual Documents.

    6 votes

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    2 comments  ·  Other  ·  Admin →
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  3. The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.

    6 votes

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  4. ability to adjust page numbering height that is shown in the PDF

    6 votes

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  5. Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.

    6 votes

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  6. replace the PDF source file with API call.

    6 votes

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  7. more options to resize Present Mode

    6 votes

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  8. Get a CSV file with a list of unique document links for all documents

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  9. QR code in the Signature Certificate to check the authenticity

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  10. Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)

    5 votes

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  11. Customer would like the members to be restricted in accessing a specific folder containing documents in their document tab.

    5 votes

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  12. 5 votes

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    1 comment  ·  Other  ·  Admin →
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  13. download old versions of templates/documents without switching the document/template to its older version via version history

    5 votes

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  14. Ability to export a list of CONTACTS who completed a document.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  15. Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.

    5 votes

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  16. Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.

    5 votes

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    3 comments  ·  Other  ·  Admin →
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  17. Option to send leaderboard reports via email on a recurring basis.

    5 votes

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  18. ability to disable document forwarding for public view.

    5 votes

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  19. 5 votes

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  20. Hello,

    One of new updates was in regard to the tax section located on our purchase agreements.
    We noticed that now instead of updating the tax rates on the side column like in the classic editor version.

    The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.

    Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?

    5 votes

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    1 comment  ·  Other  ·  Admin →
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