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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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715 results found

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

    2 votes

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  2. track edits feature in the document like in MS word or google docs

    9 votes

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  3. Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!

    1 vote

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  4. Is there a function or possibility on our signed documents to make a condensed version?

    The reason I ask, internally we only need about 3 pages of the 12-14 that are on very document, these are normally the same 3 pages.

    2 votes

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  5. Document.Value is calculated from a template rather than individual documents

    1 vote

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  6. option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.

    2 votes

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  7. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    8 votes

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  8. 6 votes

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  9. 285 votes

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  10. 1 vote

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  11. Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    3 votes

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  12. Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.

    With DocuSign,…

    2 votes

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  13. Download completed document in docx format

    2 votes

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  14. Be able to use the customize button for the Document Values within Reports

    2 votes

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  15. When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    3 votes

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  16. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote

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  17. Be able to see the date when a document was moved to Trash.

    1 vote

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  18. We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    "We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents."

    3 votes

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  19. 1 vote

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  20. For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).

    1 vote

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