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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.

    4 votes

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

    4 votes

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  3. 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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  4. Customer would like the signature option for type not to contain the name of the recipient as the default name when they first selected the signature field.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  5. 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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  6. 4 votes

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  7. Additional functionalities in the inbox section like moving the received items to a different location

    4 votes

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  8. 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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    1 comment  ·  Other  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    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!

  9. Pandadoc should have an option for creating reports for PAID and UNPAID invoices.

    As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.

    Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…

    4 votes

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  10. 4 votes

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

    4 votes

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

    4 votes

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

    4 votes

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  15. Upload .xml files

    4 votes

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  16. 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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  17. 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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  18. Option to set expiration for link shared with the recipient.

    4 votes

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

    4 votes

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  20. 4 votes

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