Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Bulk download does not keep the document name. but keeps the template name instead.

    3 votes

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  2. Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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  3. 2 votes

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  4. I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?

    3 votes

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  5. Platform-wide word search / word search & replace.

    4 votes

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  6. track edits feature in the document like in MS word or google docs

    1 vote

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  7. filter that would allow excluding trash documents from the reporting

    1 vote

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  8. 1 vote

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  9. When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status

    1 vote

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  10. 1 vote

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  11. Option to change the document owner once a document is generated from CRM.

    • Will allow the creator of the account to choose the owner of the document once creted from CRM
    1 vote

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

    1 vote

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  13. 2 votes

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  14. 1 vote

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  15. 1 vote

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

    1 vote

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  17. 1 vote

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  18. Is there a way where once a document expires, we can automatically re-send it to the signer?

    I see we can set a one day reminder but I was hoping for it to be automatically re-sent.

    1 vote

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  19. 1 vote

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  20. 1 vote

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