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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 4 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  2. 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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  3. 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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  4. live web document without having to assign 'Role'

    4 votes

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  5. 3 votes

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  6. The feature to populate a saved contact's phone number when sending documents via SMS (just like how an email address works).

    3 votes

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  7. 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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  8. Customer would like to download the uploaded files from the collect file fields by their recipient via Zapier

    3 votes

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  9. Option to export contacts along with a list of documents sent to each contact, including their statuses (e.g., sent, viewed, declined, expired).

    3 votes

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  10. A document status or indicator on the document when part of the installment has been paid.

    3 votes

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  11. 3 votes

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  12. The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  13. Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format

    3 votes

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  14. We would like to keep only our internal emails on the contact list and remove any personal emails that got added there automatically. We would also like to remove the automatic adding of personal emails to the contact list if possible.

    3 votes

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  15. The customer would like the "Expiring Soon" tab to include documents that will expire within more than 2 weeks, not just 1 week.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  16. Inbox: Mark all as read at once

    3 votes

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  17. Use workspace name as a sender when using white-labeling

    3 votes

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  18. When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups. Many of the pricing tables and table blocks break or show in document has divided. Each user needs to review the document before sending it out.

    3 votes

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  19. Server in Saudi Arabia

    3 votes

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  20. Can we have a stamp instead of certificate page. We have to upload signed documents to State website and currently we are uploading along with the certificate. If we can have stamp on the document by signatures with a certificate number on it and if needed in future we can access the certificate with that number, this way we don't have to upload a certificate with each and every document.

    3 votes

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