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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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738 results found

  1. 2 votes

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  2. View which documents had ownership transferred - view who the new owner is

    3 votes

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  3. Bulk send already created draft documents

    5 votes

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  4. Option to update or edit a template/document and dynamically mass update bundled templates/documents

    5 votes

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  5. 2 votes

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  6. 2 votes

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  7. search document by its content

    2 votes

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  8. We have a problem with one signer, who is always not signing contracts on time, and want to see some list of contracts that are waiting for a signature from that person

    2 votes

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  9. Ability to fax PandaDoc

    41 votes

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    Idea  ·  Lindsey Schocke responded

    While we don't have a way to directly fax a PandaDoc, we now offer PandaDoc Online Fax! You can send 20 pages from your computer for free. Currently, you can digitally fax documents from anywhere in the world, and receive digital faxes in the US and Canada.

    https://www.pandadoc.com/online-fax/

  10. Reporting shows signed date(s)

    2 votes

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  11. Group manually completed documents in one folder or create a tag for them by default

    2 votes

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  12. Option to disable removing recipients in CC, always keep recipient in CC

    6 votes

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

    7 votes

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  14. It would be very helpful to have the ability to use reporting based on when the signature was created and how long it is valid

    1 vote

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  15. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    3 votes

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  16. The ability to create a custom Report using Fillable Field and/or Variable information.

    8 votes

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  17. filter document download by regular documents, documents from bulk send and documents from forms

    2 votes

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  18. The option for a CC recipient to see the status of the document.

    2 votes

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  19. add new role in the document

    2 votes

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  20. Smart folders would be more useful (or at least equally as useful) as the "move to folder" automation. Smart folders could automatically sort documents into folders by status. They could also sort documents by tags. Ideally, the document library would be able to be viewed in multiple manners, similarly to the way Gmail uses tags or Outlook uses smart folders. You click on a smart folder, and all of the items that meet the criteria of the smart folder appear, even though the items are not physically located in the smart folder. The smart folder serves as a way to…

    1 vote

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