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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 5 votes

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  2. 5 votes

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  3. Automatic backup of documents and statistics.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  4. Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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  5. 5 votes

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  6. Reporting: option to include recipients' phone numbers.

    4 votes

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    1. Identify Key Clauses and Terms
    2. Assess Compliance
    3. Analyze Risks
    4. Suggest Edits and Improvements
    4 votes

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  7. Show how long recipients spent on the entire document even if it was not completed.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  8. Get a CSV file with a list of unique document links for all documents

    4 votes

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

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  10. Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).

    4 votes

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  11. Input that is added to a variable will fill in the matching data field

    4 votes

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  12. 4 votes

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  13. Ability to add a meeting link (hyperlink) to the document email body

    4 votes

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  14. 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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  15. 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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    1 comment  ·  Other  ·  Admin →
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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!

  16. Add the duplicate option to the Home page

    4 votes

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  17. 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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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. The ability to track actions such as who has logged in/out and who has removed documents, etc.

    4 votes

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  19. 4 votes

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