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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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720 results found

  1. Replace source file available on free esign plan

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Option to see the users who deleted a document / template

    A panel where customers can see which documents were deleted, and by whom and when.

    13 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  3. Download multiple documents (document folders) directly to computer

    Download multiple documents (document folders) directly to computer

    1 vote

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  4. cc'd recepient function not editable

    cc'd recepient function not editable

    1 vote

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  5. Recipient actions in document tab

    This is to see immediately who viewed or signed the document without opening the document

    1 vote

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  6. The ability to separate documents in a bundle to be totally separate document.

    Remove a document from a bundle and make it a totally separate document without having to use the content library.

    5 votes

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  7. The ability to change the statuses of the document to any possible status manually.

    27 votes

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    9 comments  ·  Documents & Data Management  ·  Admin →
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  8. Add the ability to turn on/off the hovering "required" or "optional" field on the client's end.

    It is intrusive to have the "optional" and "required" words pop up with each field when filling out a document. Would be nice to have the option to turn this off.

    1 vote

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  9. The option to import the whole folder with documents without an error.

    1 vote

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  10. Random proposal numbers: option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  11. [Bulk Action] import tags

    Bulk import tags.

    1 vote

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  12. Ability to pull all the tagged documents only within the folder you're currently in.

    Ability to pull all the tagged documents only within the folder you're currently in.

    1 vote

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  13. Show Tax Exclusive Document Values on Document List

    Option to show tax exclusive grand total values on the document's list

    1 vote

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  14. Delete recipients from signed documents

    Delete recipient from signed document
    https://pandadoc.zendesk.com/agent/tickets/368762

    6 votes

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  15. Option to automatically copy the field format of a previous document when uploading a new one

    1 vote

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  16. Reminders before the start date of the contract

    1 vote

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  17. Document Analytics: See Date and Time instead of Number of Days Passed

    Document Analytics would be easier to see the date directly instead of the number of days passed.

    2 votes

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  18. The option to set up conditional validation of documents

    1 vote

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  19. RSVP in documents

    1 vote

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  20. SMS Verification for Bundles

    Be able to add SMS verification to bundled documents.

    3 votes

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