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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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31 results found

  1. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    379 votes

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    39 comments  ·  Other  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.

    Here's how it works:

    1. Open a sent document.

    2. Navigate to the settings of a recipient who hasn’t signed the document yet.

    3. Click the action button:

    – "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).

    – "Change signer" to reassign fields to another signer.

    – "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.

    For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.

    Thank you,

    Igor Stefaniuk | Principal Product Manager

  2. Tiered numbering option for Editor 2.0

    The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

    43 votes

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    Released  ·  8 comments  ·  Other  ·  Admin →

  3. Attach files in Ev2

    https://support.pandadoc.com/hc/en-us/articles/360009533653--Classic-Editor-Attach-files-to-documents

    42 votes

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    Released  ·  1 comment  ·  Other  ·  Admin →

  4. Customize Activity Reporting

    Customers can customize what should be included in a activity csv report file.

    37 votes

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    4 comments  ·  Other  ·  Admin →

  5. Import contacts using CSV file

    29 votes

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    6 comments  ·  Other  ·  Admin →

  6. Hyperlinks in saved mesages

    26 votes

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    8 comments  ·  Other  ·  Admin →

  7. Sign on Behalf: When Original Signer is OOO

    Ability to allow someone else to sign a document if the original signer is out of office,

    19 votes

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    4 comments  ·  Other  ·  Admin →

  8. Total Time Viewed Reporting

    Advance reporting to show total time viewed on each document.

    13 votes

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    1 comment  ·  Other  ·  Admin →

  9. Custom Electronic Disclosure Message

    Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    11 votes

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    Released  ·  2 comments  ·  Other  ·  Admin →

  10. Ability to change the color of bullet points Editor 2.0.

    7 votes

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    0 comments  ·  Other  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature is available within the system. Please see the file attached for more information.

    Have a wonderful day!

  11. Set an email subject in saved messages

    6 votes

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    2 comments  ·  Other  ·  Admin →

  12. password protect documents

    password protect document option for business plan

    5 votes

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    0 comments  ·  Other  ·  Admin →

  13. Add the duplicate option to the Home page

    Add the duplicate option to the Home page

    4 votes

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    0 comments  ·  Other  ·  Admin →

  14. Ability to send documents from PandaDoc directly to Box

    Send documents from PandaDoc to Box

    3 votes

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    0 comments  ·  Other  ·  Admin →

  15. auto-populate images depending on who is sending the document

    auto-populate images depending on who is sending the document

    3 votes

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    1 comment  ·  Other  ·  Admin →

  16. Interface

    Please go back to the old interface and layout. The new interface and layout make's no sense. Trying to make it sleek and modern when there was nothing wrong with the old interface. Please go back and get rid of this new one. You also have to open the Template to create a document now, instead of being able to hover over the template and create a document.

    2 votes

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    0 comments  ·  Other  ·  Admin →

  17. Be able to search/add recipients by contact name instead of only email

    When we are assigning signature blocks the searchability by name does NOT work. So we are having the issue of people typing in a name, assuming the contact does not exists, then adding in a new contact (which tends to be wrong) and sometimes that data being pushed into the contact list and editing our contacts.

    2 votes

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    0 comments  ·  Other  ·  Admin →

  18. Map Number Sequence in Document Title

    Map the sequence number in document title

    2 votes

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    0 comments  ·  Other  ·  Admin →

  19. Product update news letter

    Customer would like to subscribe to news letter of any Product updates

    1 vote

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    0 comments  ·  Other  ·  Admin →

  20. Client's receive notification like emails or text messages if there's a maintenance, outages or bugs.

    The client wants to receive notifications some sort when there's a maintenance, bugs and outages.

    1 vote

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    0 comments  ·  Other  ·  Admin →
    Released  ·  Lindsey Schocke responded

    PandaDoc has a status page that provides updates when we have maintenance or outages. You can subscribe via text message, email, and Slack notification to get incident updates and maintenance status messages. 

    You can find it here: https://status.pandadoc.com

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