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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Instead of delivering a link to the document display the document within the email itself.

    1 vote

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  3. When documents are completed send data to credit agency for approval

    1 vote

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  4. Notifications for several PandaDoc workspaces using MS Teams

    1 vote

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  5. 1 vote

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  6. A place where all workspace dashboards are available to view collaboratively

    1 vote

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  7. 1 vote

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  8. Pause the document after 1 signer if you do not want other people to sign yet

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. Ability to sell create doc only feature

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. native ERP connection with Docusign

    1 vote

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  13. PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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  15. Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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  20. Currently system tokens must be filled manually while using our mobile application.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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