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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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714 results found

  1. It's good when your workspace is neat and there are no unnecessary documents cluttering it up, so being able to delete a document, when I am the recipient, is essential

    2 votes

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  2. 1 vote

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  3. Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.

    3 votes

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  4. Have the document expiration date variable update in the document when document is edited at a later date.

    1 vote

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  5. For recipient - Ability to view all documents in one place.

    1 vote

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  6. Ability to delete the attached file, in the attachment app from uploading an attachment via manual status change

    1 vote

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  7. I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters

    2 votes

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  8. Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)

    2 votes

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  9. My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

    2 votes

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  10. Currently only document creator can be listed as the owner of it. However it's critical for us to have the team member's account as the owner for accurate reporting data. Our team doesn't build proposals, they are just cc'ed

    1 vote

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  11. In the reporting feature, there should be an option to search all documents by their title and download a CSV list of those documents

    1 vote

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  12. 3 votes

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  13. Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    25 votes

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  14. When sending a document to multiple signers to have a message for just one signer.

    1 vote

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  15. 2 votes

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  16. 1 vote

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  17. 5 votes

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  18. Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

    3 votes

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  19. Ability to have Bulk send analytics results.

    4 votes

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  20. Ability to generate a report on the time when the document was signed

    2 votes

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