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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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429 results found

  1. Send multiple docs in 1 email / Envelopes / API packages

    Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.

    362 votes

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    24 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Valeria Pochapskaya responded


    Document Bundling

    Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.

    Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.

  2. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    extend the expiration time of a document once it has become expired

    357 votes

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    26 comments  ·  Documents & Data Management  ·  Admin →

  3. Downloading attachments along with the document they are attached to

    Download attachments with PDF

    227 votes

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    44 comments  ·  Documents & Data Management  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

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

  4. Edit the Completed document with saving the signature

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

    216 votes

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    12 comments  ·  Documents & Data Management  ·  Admin →
    Not Planned  ·  Katie Hudson responded

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

  5. Permissions for specific documents: Private documents (Password protect documents internally)

    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.

    205 votes

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    21 comments  ·  Documents & Data Management  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

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

  6. Modify Dashboard: create filters, hide statuses

    The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

    191 votes

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    22 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Maria Fomenko responded

    with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come! 

  7. Export details - Audit Trail

    Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    166 votes

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    23 comments  ·  Documents & Data Management  ·  Admin →

  8. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    Ability to create new status tiles for document management.

    153 votes

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    33 comments  ·  Documents & Data Management  ·  Admin →

  9. Ability to Change Time Zone for a Signature Certificate

    The option to change time zone for signature certificate.

    151 votes

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    11 comments  ·  Documents & Data Management  ·  Admin →

  10. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    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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    6 comments  ·  Documents & Data Management  ·  Admin →

  11. choose specific time of day for document expiration

    choose specific time of day for document expiration

    129 votes

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    26 comments  ·  Documents & Data Management  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

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

  12. [Bulk actions] Upload multiple documents at the same time

    CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    128 votes

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    13 comments  ·  Documents & Data Management  ·  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 has been released. Please see this link for more information: Bulk import documents to PandaDoc.

    Have a wonderful day!

  13. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    The option to restore signed document after pressing Edit button.

    104 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →

  14. Recover deleted documents

    Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    95 votes

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    Released  ·  4 comments  ·  Documents & Data Management  ·  Admin →

  15. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

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

    80 votes

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    11 comments  ·  Documents & Data Management  ·  Admin →

  16. Contract Lifecycle Management (CLM)

    74 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →

  17. delete a workspace or archive a workspace

    delete a workspace or archive a workspace

    68 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    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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    16 comments  ·  Documents & Data Management  ·  Admin →

  19. Support Loom video embed in documents

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

    50 votes

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    11 comments  ·  Documents & Data Management  ·  Admin →
    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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. Ability to fax PandaDoc

    Ability to fax PandaDoc

    49 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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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