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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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680 results found

  1. There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.

    Manually adding multiple initials to documents that are 30-50 pages is very time consuming.

    Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?

    4 votes

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  2. Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.

    3 votes

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  3. For a report to be available in the dashboard showing below
    1. Failed Sent Documents by Workspace and User
    2. Summary of failed documents on a daily, weekly, and monthly basis
    3. Show senders error messages of why the documents Failed

    This will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document

    2 votes

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  4. Ability to share a document link with non-recipients

    4 votes

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  5. i.e the ability to change where certain buttons are placed like the download/print button.

    3 votes

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  6. Customer would like to have an option to share folder containing document to a specific user only

    3 votes

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  7. The ability to split documents into different folders.

    i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder

    2 votes

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  8. bulk download for content library item

    1 vote

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  9. Ability to send documents from different emails on one account

    i.e:

    document 1 will send by email 1, and document 2 will send by email 2

    2 votes

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  10. 2 votes

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  11. Option to have Waiting for others tab for all documents within workspace

    4 votes

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  12. Delete documents from inbox without deleting the document from the account

    2 votes

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  13. Ability to add a custom field column in a Report (such as fields used with integrations)

    2 votes

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  14. Set notification for senders when a document has not been signed after X number of days.

    2 votes

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  15. option for the signer to sign first and then view the document

    2 votes

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  16. What signers completed the doc that is not completed by all yet

    1 vote

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  17. Ability to fax PandaDoc.

    14 votes

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  18. download a completed PDF with the emoji

    1 vote

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  19. custom email when the PDF of the completed document

    1 vote

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  20. the Signature string Word feature to convert this signature into a PandaDoc document

    1 vote

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