Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Adding tag qualifies as document modification

    When tag is applied the date modified time stamp should update. This would allow for better reporting.

    3 votes

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

  2. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    3 votes

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

  3. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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

  4. system to check and block malicious files for the upload field

    1 vote

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

  5. Require approval in order to manually change doc status to complete

    1 vote

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

  6. Add multiple recipients to one doc at the same time

    From some CSV, for example.

    2 votes

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

  7. Document Sequence variable

    2 votes

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

  8. The 'Review and fill' popup appears on the screen after you hit Create document (when creating a document from a template))

    1 vote

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

  9. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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

  10. [Bulk actions] Ability to change sequence of multiple templates at once

    2 votes

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

  11. [CL] EV2. Ability to associate an email with a role in a CL item

    1 vote

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

  12. Reporting - Export based time between sent and completed

    1 vote

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

  13. Send docs to every recipient at once with the signing order enabled

    1 vote

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

  14. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.

    2 votes

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

  15. A timer for docs that are about to expire

    1 vote

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

  16. Set expirations for signed documents

    1 vote

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

  17. Catalog - Ability to update custom columns with a CSV

    2 votes

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

  18. Change names of exported docs according to recipient's names

    1 vote

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

  19. Ability to send a document from an email that is not added to the account

    1 vote

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

  20. Changes made to expiration/ reminder settings in WS Settings affect all documents and templates (including those created before the change)

    1 vote

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