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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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815 results found

  1. Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)

    6 votes

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  2. 22 votes

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  3. 11 votes

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  4. 1 vote

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  5. 6 votes

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  6. 2 votes

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  7. 1 vote

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

    3 votes

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  9. ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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  10. When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.

    5 votes

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  11. Ability to set conditions to bundle documents

    5 votes

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  12. We would like to have an internal note on a document

    14 votes

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  13. Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    66 votes

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  14. 2 votes

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  15. The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.

    1 vote

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  16. 2 votes

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  17. to set up the UTM parameter in PandaDoc and get it visualized through our analytics.

    https://pandadoc.zendesk.com/agent/tickets/389879

    1 vote

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  18. 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?

    5 votes

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  19. to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.

    https://pandadoc.zendesk.com/agent/tickets/414426

    1 vote

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  20. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    72 votes

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