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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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728 results found

  1. The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.

    2 votes

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  2. When a document is declined by one recipient, all other recipients should still be able to access the document.

    2 votes

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  3. Will allow the user to view who signed the document in the reporting feature

    4 votes

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  4. Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.

    1 vote

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  5. Invalidate a completed document after a set amount of time

    2 votes

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  6. Upload a signed PDF and PandaDoc will automatically sync it to the sent document.

    2 votes

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  7. To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.

    2 votes

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  8. 1 vote

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  9. 1 vote

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  10. 1 vote

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  11. Sender receives an email containing the collected files (from the collect filed field) once a recipient has completed their document

    2 votes

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  12. bookmark a page or content of a document similar to Word

    2 votes

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  13. Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.

    3 votes

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  14. edit the sent documents from Actions Required section

    4 votes

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  15. i.e the ability to alphabetize documents while also setting the order for the status column

    4 votes

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  16. option to place GIF in "Send document" pop-up

    2 votes

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  17. 3 votes

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  18. document ellipsis option in the Document tab should be similar to the Home tab's, not just having a delete option but duplicate, rename, change status etc.

    2 votes

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  19. Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.

    2 votes

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  20. 1 vote

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