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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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695 results found

  1. I need to be able to download PDFs with the pictures, that my client has kindly uploaded, visible. Currently when I download a PDF all I see is links or names of the files instead of the actual photos.

    2 votes

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  2. 3 votes

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  3. Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document

    1 vote

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  4. Limit the user of the bulk send

    1 vote

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  5. 4 votes

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  6. 11 votes

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  7. Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    26 votes

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  8. it would be nice to be able to hold shift and select multiple documents at once

    2 votes

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  9. 2 votes

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  10. Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    111 votes

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  11. Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"

    2 votes

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  12. 1 vote

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  13. 1 vote

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  14. It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.

    3 votes

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  15. 1 vote

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  16. An option to resize the PDF version of a document before downloading.

    4 votes

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  17. filter Activity Data by Template Type

    3 votes

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  18. Option to download private message /chat on a document.

    17 votes

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  19. Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)

    4 votes

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  20. More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    2 votes

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