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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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824 results found

  1. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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  2. Option to restrict sending document with unresolved inline comments

    3 votes

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  3. 4 votes

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  4. 1 vote

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  5. Download completed document in docx format

    4 votes

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  6. 1 vote

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  7. For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.

    1 vote

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  8. 1 vote

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  9. 5 votes

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  10. Option to view documents from removed/archived Workspace

    1 vote

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  11. In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.

    1 vote

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  12. Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.

    2 votes

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  13. Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    30 votes

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  14. Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.

    1 vote

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  15. Restrict document owner from resolving suggestions but leave this option only for document approver(s)

    3 votes

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  16. 1 vote

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  17. 5 votes

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  18. Have the document expiration date variable update in the document when document is edited at a later date.

    1 vote

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  19. For recipient - Ability to view all documents in one place.

    1 vote

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  20. 6 votes

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