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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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824 results found

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

    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
    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Separate documents from the bundle after partial signing one of the documents in a bundle

    Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.

    2 votes

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  3. The ability to turn off the pop-up asking to save the document as template

    Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.

    7 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  4. Changing the information without touching the components of the document

    Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.

    With DocuSign,…

    1 vote

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  5. Report on any document that I am a signer

    I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.

    2 votes

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  6. Save specific pages to the Content Library together

    For example, a document has 10+ pages and a user wants to save a specific section of pages together into the Content Library. Right now, users have to add pages to the Content Library individually and then add them all to one document and then add that document to the Content Library.

    1 vote

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  7. If a document is deleted, all notifications to recipients stop

    I had a document that I deleted because it was part of a demo and kept sending notifications to a customer continuously every two days. I then deleted it from the trash because it kept sending these notifications despite being deleted.

    Despite deleting it from the trash, the recipient still received notifications related to the document. Can you please make this document stop sending notification emails/reminders to recipients

    1 vote

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  8. Specify how the payment is made (ACH, Card)

    Specify how the payment is made (ACH, Card)

    6 votes

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  9. cc'd recepient function not editable

    cc'd recepient function not editable

    1 vote

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  10. Recipient actions in document tab

    This is to see immediately who viewed or signed the document without opening the document

    1 vote

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  11. The ability to change the statuses of the document to any possible status manually.

    28 votes

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    9 comments  ·  Documents & Data Management  ·  Admin →
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  12. The ability to separate documents in a bundle to be totally separate document.

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

    5 votes

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  13. The option to import the whole folder with documents without an error.

    1 vote

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  14. Remove documents from timeline on the dashboard

    5 votes

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  15. Random proposal numbers: option to set document sequence numbers to be randomly generated rather than follow the sequence order.

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

    4 votes

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  16. [Bulk Action] import tags

    Bulk import tags.

    1 vote

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  17. Ability to pull all the tagged documents only within the folder you're currently in.

    Ability to pull all the tagged documents only within the folder you're currently in.

    1 vote

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  18. Show Tax Exclusive Document Values on Document List

    Option to show tax exclusive grand total values on the document's list

    1 vote

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  19. Delete recipients from signed documents

    Delete recipient from signed document
    https://pandadoc.zendesk.com/agent/tickets/368762

    6 votes

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  20. Option to automatically copy the field format of a previous document when uploading a new one

    1 vote

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