Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 4 votes

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  2. 2 votes

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  3. An optional preview of the page content down the side of a presentation.

    3 votes

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  4. Link content library items so updates can apply to all templates and documents

    1 vote

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  5. 6 votes

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  6. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    5 votes

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  7. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    65 votes

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  8. Currently, transferring ownership of documents held within folders produces a new folder.

    If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".

    3 votes

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  9. Have an option where once document is completed, it is locked and cannot be opened.

    3 votes

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  10. Ability multiselect for blocks and fields with bulk actions

    152 votes

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  11. The option to edit the Completed document with saving the signature.

    65 votes

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  12. When you create a document, if you are in a folder, it gets created in said folder.

    2 votes

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  13. A private dashboard of docs that contained financial info so other users cannot see unless invited

    1 vote

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  14. Ability to allow users to attach files even when the document has been sent.

    5 votes

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  15. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    8 votes

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  16. 1 vote

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  17. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
    At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    45 votes

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