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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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257 results found

  1. Option to have the signature appear with a frame around it with the transaction ID number.

    Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Auto-update contacts in PandaDoc once they're updated in Google.

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

    2 votes

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  3. The ability to download selected folders together in bulk.

    Instead of having to download the folders with documents separately.

    2 votes

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  4. The ability to see the message written in the body the email without having to be CC'd on a document.

    The client would like to be able to see messages written (the message you can write before sending where we might use saved messages) even after a document has expired, for example. Can there be a way to do this without having to be CC on the document?

    2 votes

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  5. Blank pages if condition is not met for smart content

    2 votes

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  6. Modify Billing notifications

    Modify Billing notification on payment subscription

    2 votes

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  7. contract risk analysis using AI

    contract risk analysis using AI

    2 votes

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  8. Reject / Accept history Report

    Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.

    2 votes

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  9. PandaDoc support for Brave browser

    2 votes

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  10. Transitioning from QuoteRoller

    It's not only an update:
    double the cost of our current solution quoteroller.com
    find time to implement it / project manage the implementation...
    lose all client history

    2 votes

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  11. Show that the recipient used password in the Audit trail

    2 votes

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  12. Will you consider to make it possible to input VAT nr when creating a new contact?

    2 votes

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  13. Auto-update Contact in Contact Library

    If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    2 votes

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  14. Option to resize the workspace icon

    Option to resize the workspace icon

    2 votes

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  15. Email optimization for Ms Outlook

    Optimize the incoming emails to avoid cropped views, etc.

    2 votes

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  16. The ability to find the versions history in the copied version of the document

    2 votes

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  17. Pass field values to PD Contacts

    2 votes

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  18. Tokens working in embedded template

    tokens for template embedded

    2 votes

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  19. Show USD currency on PD Billing page

    2 votes

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  20. Allowing to open the link to the recipients of this document only

    Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.

    2 votes

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