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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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604 results found

  1. Would like to have more filters for the templates. Like top 3 used templates.

    12 votes

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  2. Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
    I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.

    1 vote

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  3. Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    1 vote

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  4. Ability to override or skip someone in the signing order (incase they are no longer apart of the process or necessary to complete the document)

    17 votes

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  5. system to detect that a quote name already exists, so it gives us an alert or something

    1 vote

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  6. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    12 votes

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  7. expiration starts once the signer opened the document

    2 votes

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  8. 56 votes

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    Hi there. Thank you so much for submitting your idea - we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next couple months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  9. Ability to add a specific expiration date for several documents at the same time

    23 votes

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  10. 2 votes

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  11. 1 vote

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  12. 1 vote

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  13. An easier way to bulk send a doc (without having to prepare a CSV file)

    7 votes

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  14. 2 votes

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  15. After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    5 votes

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  16. Allow to set up automatic printing of the document in the web app

    1 vote

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  17. Our users upload PDFs to PandaDoc for signing and then copy them from PandaDoc to our servers for our records. I wwould like to make a feature request to have files scanned for viruses prior to uploading. Thank you.

    1 vote

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  18. Bulk change document owner ability

    3 votes

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  19. need to separate out each document into it's own pdf.

    1 vote

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  20. Allow to map quantity of items to certain variables

    3 votes

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