Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Automatically send a document once a checkbox is clicked in another document

    2 votes

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  2. Sends doc automatically after the user sign

    4 votes

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  3. Export recipient's emails by filtering document status

    3 votes

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  4. ability to see who from team members opened a document

    ability to see who from team members opened a document

    1 vote

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  5. Adding description of tags

    1 vote

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  6. Ability to remove time stamp from signature certificate

    2 votes

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  7. "Instructions" block (auto-deleted text block)

    Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →

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  8. Filter document by year

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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  9. send different email messages to the recipients who are signing the same document

    4 votes

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  10. Embed Code to PandaDoc

    2 votes

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  11. Several signatures under one profile

    Save several signatures under one profile.

    5 votes

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  12. Native CPQ within PandaDoc

    have native CPQ functionality within PandaDoc

    11 votes

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  13. Pre-signing the documents that are sent in bulk

    3 votes

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  14. Ability to delete not empty folders

    3 votes

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  15. Restrict users from editing completed docs

    4 votes

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  16. Completed to paid status manually

    20 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →

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  17. Download images

    Ability to download images used in PandaDoc documents

    7 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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  18. Ability to sort docs in the Inbox tab

    9 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →

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  19. Failed Delivery status in PandaDoc

    Include a "Failed Delivery" status if document is sent, but then fails.

    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →

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  20. [Comments] Ability to delete comments

    Editor 2.0

    Ability to delete comments

    15 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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