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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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253 results found

  1. Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.

    3 votes
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  2. Auto-correct feature in or chat or email portal when submitting a request.

    3 votes
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  3. 3 votes
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  4. ability to change the contact's name in the document

    3 votes
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  5. 3 votes
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  6. Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes
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  7. Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

    3 votes
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  8. A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.

    3 votes
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  9. edit .docx files without using text blocks - after clicking "Convert document"

    2 votes
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  10. Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")

    2 votes
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  11. Settings to modify the fields/text field size (Length & Width) by numerical input

    2 votes
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  12. I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.

    2 votes
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  13. permission to access reporting for Member role

    2 votes
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  14. There should be an option online to change the subscription plan to Free eSign plan.

    2 votes
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  15. Auto change of Numeric to word in the document. For Example convert INR 50000 to Rupees Fifty Thousand

    I want to update the salary of 2000 people in a bulk send. So if i input the salary in numeric the template should automatically convert the numeric form in to alphabetic form
    For Example Heading is Monthly Salary and the numeric form of Salary is INR 12,000. The document should be able to convert the numeric form into alphabetic form as Rupees Twelve Thousand Only.

    2 votes
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  16. Ability to have payment trail ( history ) in version history.

    2 votes
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  17. 2 votes
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  18. The ability to see the initial email sent to recipients with custom messages.

    2 votes
    1 comment  ·  Other  ·  Admin →
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  19. Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes
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  20. Auto-update contacts in PandaDoc once they're updated in Google.

    2 votes
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