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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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719 results found

  1. Signature stamp for frequently used signatures

    Generate the ability to create a signature stamp.

    e.g.

    Signature Title: Accounting
    Includes:
    Brenda (signature and date)
    Amanda (signature and date)

    7 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Bulk Send: Download all completed documents in one

    Bulk Send: Download all completed documents without going to each folder.

    14 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  3. Tags For Documents Made From Template/Uploaded

    To have the option to sort documents made from templates or uploaded

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Automatically add initials to a document

    Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.

    22 votes

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    Idea  ·  8 comments  ·  Documents & Data Management  ·  Admin →
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  5. [Integration] Content management system

    Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Ability to download PDFs with all the pictures in the document!

    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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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  7. [Bulk Action] Upload Multiple Images into Document or Template

    12 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Upload Password Protected Files

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. 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

    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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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Limit Bulk Send User

    Limit the user of the bulk send

    1 vote

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  11. transfer signature rights when transferring document ownership

    4 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  12. Export details - Audit Trail

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

    113 votes

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    11 comments  ·  Documents & Data Management  ·  Admin →
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  13. Duplicate document from inside of it

    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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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Mass select documents using ctrl or shift

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

    2 votes

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  15. Applying several filters to Documents list view at once

    2 votes

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  16. Additional permissions/settings for document status

    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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  17. The "viewed" filter in the Documents view encompasses both "signed by none" and "signed by the 1st party, not by the 2nd" documents,

    1 vote

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  18. A document reference number to use for locating/identifying a document within PandaDoc-that can also be referenced by PandaDoc Support team

    1 vote

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  19. Create a Video Links Library

    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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  20. total Value either at the top of the bottom should be present

    1 vote

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