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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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.

    4 votes

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  2. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    4 votes

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  3. Add the duplicate option to the Home page

    4 votes

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  4. 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)

    4 votes

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  5. The ability to track actions such as who has logged in/out and who has removed documents, etc.

    4 votes

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  6. 4 votes

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  7. Ability to download the reporting as PDF or link that is viewable to others.

    4 votes

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

    4 votes

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  9. 4 votes

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  10. Do not automatically add the recipients in contacts: The client should have an option whether they want to add the recipients in contacts or not.

    4 votes

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  11. 4 votes

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  12. download old versions of templates/documents without switching the document/template to its older version via version history

    4 votes

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  13. Please add "Electronically signed and dated" to signature box so it appears on the actual document, many facilities require this feature and the signature certification page is not sufficient for them.

    4 votes

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    Hi there! 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!

  14. 4 votes

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  15. Please add Japanese as an available language within the UI for clients. Thank you

    4 votes

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  16. categorize the documents in the completed category so that they are organized based on document type or degree of processing

    4 votes

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  17. Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.

    4 votes

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  18. Upload .xml files

    4 votes

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  19. Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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  20. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    4 votes

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