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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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858 results found

  1. Ability to sign PandaDoc documents in Microsoft Word

    2 votes

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  2. Embed link to Pandadoc so if you click the link it will not open a new window

    2 votes

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  3. Ability to move the position of the reference number in the PDF of a completed document, for example, from bottom left to top right.

    2 votes

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  4. Have the ability to assign the fields when the signer is changed. At the moment, when a document is in draft mode and the sender decides to change the signer (without Template Roles), the fields are changed to unassigned instead of assigning it to the new signer.

    1 vote

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  5. Update the recipients without editing the completed document

    2 votes

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  6. When we have a signed agreement, that agreement can be linked to another agreement.

    3 votes

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  7. At current, workspace settings can only be accessed by Owners and Admins. Please provide a user-level workspace setting where defaults can be configured on a user level.

    1 vote

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  8. For the CC receipient to receive the notification for auto reminders

    2 votes

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  9. To have the option to set a time for notification since we do not want to receive notification during weekends

    2 votes

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  10. a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".

    2 votes

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  11. is there a way to have headers on only certian pages

    2 votes

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  12. Ability to filter document view to exclude documents that have already been moved into folders, so they can focus only on unorganized or standalone documents.

    2 votes

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  13. Ability to export all documents associated with a specific template and include the actual data completed by recipients as part of the document. I need it for reporting purposes.

    2 votes

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  14. Have an option to restrict other recipients from accessing others' document links to prevent them from signing a different document.

    2 votes

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  15. Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".

    3 votes

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  16. duplicating the same product multiple times with different column values directly through rules.

    2 votes

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  17. Restrict who can approve requests to access documents as a collaborator.

    Currently, we’ve identified that any user (even users on Member role who created the document) who shares a link can approve an access request when a third party tries to open that link without having the proper permissions. This poses a risk to our internal controls.

    We kindly request that only administrators be allowed to approve access requests to documents shared via links.

    2 votes

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  18. if consent form status is changed manually to completed then do not allow use to change it until evidence file is uploaded.

    2 votes

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  19. send a follow up email that the document was paid

    2 votes

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  20. Currently, when a document is duplicated, it loses the connection to its original template. The source is the document, instead of the template.

    2 votes

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