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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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276 results found

  1. 67 votes

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    13 comments  ·  Other  ·  Admin →
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  2. Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    31 votes

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    Idea  ·  6 comments  ·  Other  ·  Admin →
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  3. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    30 votes

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    2 comments  ·  Other  ·  Admin →
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  4. When some, but not all, of the recipients have signed a document. It would be great to be able to close the document (no more signatures allowed), and download the document with the signatures thus far AND have a certificate for those that have signed. This would enable a document to be completed without having all of the required fields completed, allowing for alternative methods or dates for signatures, or even electing a new recipient to replace the ones that didn't sign the first time. This ensures those that have signed will not have to sign the document again, saving…

    28 votes

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    2 comments  ·  Other  ·  Admin →
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  5. add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    24 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  6. Working TOC in PDF files (after downloading).

    24 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.

    22 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  8. 22 votes

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    Idea  ·  6 comments  ·  Other  ·  Admin →
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  9. ability to enable multiple currencies on the dashboard

    21 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  10. I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    19 votes

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    3 comments  ·  Other  ·  Admin →
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  11. Change the document sender to any email without using Send on behalf.

    18 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  12. A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    17 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  13. Import Contacts using CSV file directly to Pandadoc

    15 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  14. Ability to allow someone else to sign a document if the original signer is out of office,

    15 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  15. 13 votes

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    9 comments  ·  Other  ·  Admin →
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  16. 13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. If the PDF is not flattened, some content can be missed after upload

    13 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  19. report of all the signed documents using specific IP addresses

    12 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  20. The functionality to restore contacts that have been deleted and undo a contact import.

    11 votes

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    2 comments  ·  Other  ·  Admin →
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