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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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556 results found

  1. Remove all CC'd recipients at once

    2 votes

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  2. Adjust the subfolder view for long folder names

    Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name

    1 vote

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  3. Ability to specify what pages to download when downloading in mass

    3 votes

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  4. Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file

    5 votes

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  5. Automatic PDF attachment to email within the Bulk Send feature

    Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

    2 votes

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  6. Search by Company

    Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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  7. Show user's (not all the workspace's) documents in dashboard by default

    When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.

    1 vote

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  8. Mass signing the documents

    1 vote

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  9. Save a document to folders from within the document

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Generate signature certificates for Bulk Send

    Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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  11. ability to search for those who have not signer /opened a document yet

    ability to search for those who have not signer /opened a document yet

    4 votes

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  12. Info about who signed the Viewed document and who hasn't yet visible from the list view of the Viewed Document Status Tile on the Dashboard

    1 vote

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  13. Create doc/template quick buttons

    4 votes

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  14. From Completed to Viewed

    Change document status from Completed to Viewed manually

    2 votes

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  15. Count all the templates/documents in folder (including subfolders)

    Be able to see the number of all documents/templates in the folder (including subfolders)

    1 vote

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  16. Hiding documents from Inbox

    Not deleting them

    1 vote

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  17. Apply text settings to the whole column

    Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)

    2 votes

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  18. Edit document Confirmation Pop Up

    2 votes

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  19. Set recipient name after it's in Sent status

    Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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  20. "Download all" checkbox selects ALL documents

    "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    1 vote

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