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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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337 results found

  1. 356 votes

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  2. 226 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  3. The option to edit the Completed document with saving the signature.

    215 votes

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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

  4. Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    202 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  5. 153 votes

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  6. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).

    139 votes

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  7. 128 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  8. 104 votes

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  9. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    80 votes

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  10. 74 votes

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  11. delete a workspace or archive a workspace

    68 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    67 votes

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  13. support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    50 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. Ability to fax PandaDoc

    49 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. transfer ownership of multiple documents/folder

    48 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. Ability to add a specific expiration date for several documents at the same time

    44 votes

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  17. Would like to be able to have an option in the Dashboard to see further than 1 year.

    43 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  18. SSO SCIM 2.0

    40 votes

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  19. Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    38 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. 34 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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