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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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695 results found

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

    9 votes

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  2. 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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  3. Set expiration date when uploading the document

    18 votes

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

    11 votes

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  6. Bulk send already created draft documents

    5 votes

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  7. Being able to report on data from the signature certificate such as IP address, location, etc.

    2 votes

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  8. 2 votes

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  9. Ability to fax PandaDoc

    29 votes

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  10. 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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  11. Ability to move documents to another contact in PandaDoc Contacts

    2 votes

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  12. 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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  13. Delete documents from inbox without deleting the document from the account

    4 votes

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

    4 votes

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  15. 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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  16. The ability to generate a document link after being approved rather than automatically being sent via email.

    2 votes

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  17. The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.

    2 votes

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  18. manually change the document status from completed to approved

    2 votes

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  19. When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.

    2 votes

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  20. Automatically add the name, signature, and the date of signing when the document is sent.

    2 votes

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