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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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745 results found

  1. When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc

    1 vote

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  2. 2 votes

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  3. View which documents had ownership transferred - view who the new owner is

    3 votes

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  4. Have the ability to change how, when, and the names from commentors are displayed when editing template

    1 vote

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  5. Ability to change signer information (Change or add e-mail address) after signing the document.

    1 vote

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  6. Ability to filter the timeline by user/document owner.

    1 vote

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  7. Bulk send already created draft documents

    5 votes

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  8. Option to update or edit a template/document and dynamically mass update bundled templates/documents

    5 votes

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  9. Restrict users from declining a document after so many days
    Example:
    1. The contract was signed on May 1st.
    2. On July 14th, a manager decides to decline it
    3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed

    2 votes

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  10. 2 votes

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  11. Ability to fax PandaDoc

    44 votes

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    Idea  ·  Lindsey Schocke responded

    While we don't have a way to directly fax a PandaDoc, we now offer PandaDoc Online Fax! You can send 20 pages from your computer for free. Currently, you can digitally fax documents from anywhere in the world, and receive digital faxes in the US and Canada.

    https://www.pandadoc.com/online-fax/

  12. When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.

    4 votes

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  13. Similar to the tracking available for views/clicks once a document has been sent, the leadership at my company would like to be able to track how long our users are spending creating / editing a document, in order to track improvements in efficiency. The report about time from created to sent includes all time spent waiting for information or outside of work, we would like to see only the time spent in a document!

    1 vote

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  14. The ability to enable/place an email signature at the bottom of emails for sent document notifications.

    3 votes

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  15. Option to add VOID across a document that has already been sent and signed by all parties (and then resend)

    4 votes

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  16. We have a problem with one signer, who is always not signing contracts on time, and want to see some list of contracts that are waiting for a signature from that person

    2 votes

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  17. Change document status to "In Process" after one of multiple recipients has signed.

    5 votes

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  18. Reporting: show the signature date of each recipient

    2 votes

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  19. The document has 2 notifications: one waiting for payment and one for paid. Option to keep only Document paid notification.

    1 vote

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  20. Group manually completed documents in one folder or create a tag for them by default

    2 votes

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