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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Option to set expiration for link shared with the recipient.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Option to add recipient even the document status is completed

    4 votes

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  3. 4 votes

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  4. 4 votes

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  5. Option to send leaderboard reports via email on a recurring basis.

    4 votes

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  6. Ability to disable the emails that are coming upon user invitation in SSO.

    4 votes

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  7. ability to disable document forwarding for public view.

    4 votes

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  8. Ability to update the contacts list via mobile application!

    4 votes

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  9. 4 votes

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  10. 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?

    4 votes

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  11. Kiosk mode is to lock down a device when that device is used for a specific task or used in a public setting.

    4 votes

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  12. 4 votes

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  13. Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails

    4 votes

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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!

  14. 4 votes

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  15. 4 votes

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  16. I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    4 votes

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  17. The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.

    4 votes

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  18. live web document without having to assign 'Role'

    4 votes

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  19. 3 votes

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  20. 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).

    3 votes

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