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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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706 results found

  1. 10 votes

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  2. The ability for users with multiple PandaDoc accounts to copy their templates and documents across accounts.

    9 votes

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  3. The option to send the documents from two or more email addresses with one user profile.

    6 votes

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  4. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  5. Set expiration date when uploading the document

    18 votes

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  6. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    10 votes

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  7. The ability to export documents as CSV file not a zip file and the PDF version.

    11 votes

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  8. Bulk send already created draft documents

    5 votes

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  9. 2 votes

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  10. Ability to fax PandaDoc

    29 votes

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  11. Ability to view the IP address for Viewers

    2 votes

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  12. Metrics: user adoption: usage performance including license type, team, and workspace
    Identify behaviors by user, team, and workspace to address with team leads/managers.

    2 votes

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  13. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    21 votes

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  14. Keep/ do not delete the signature certificate when a completed document is edited

    2 votes

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  15. Ability to move documents to another contact in PandaDoc Contacts

    2 votes

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  16. Notification based on dropdown selection. If selected yes, the sender gets a notification

    2 votes

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  17. Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    3 votes

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  18. Delete documents from inbox without deleting the document from the account

    4 votes

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  19. Ability to choose which recipients on the document receive the signature certificate.

    4 votes

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  20. download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent

    4 votes

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