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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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721 results found

  1. Granular permission to turn off commenting user by user or role by role

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Granular permission to view set users documents (not all or nothing)

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Ability to reorder document and template folders

    2 votes

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  4. Add recipient's name & surname while forwarding

    After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    5 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  5. automatically print completed Documents

    Allow to set up automatic printing of the document in the web app

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Check uploaded documents for viruses

    Our users upload PDFs to PandaDoc for signing and then copy them from PandaDoc to our servers for our records. I wwould like to make a feature request to have files scanned for viruses prior to uploading. Thank you.

    1 vote

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  7. [Bulk action] change document owner

    Bulk change document owner ability

    3 votes

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  8. Ability to seprate PDF pages on a completed doc

    need to separate out each document into it's own pdf.

    1 vote

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  9. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    Include a "Failed Delivery" status if document is sent, but then fails.

    14 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  10. send different email messages to the recipients who are signing the same document

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Dashboard option to track when a customer has signed a contract (multiplesigners involved)

    My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Export the list of templates per workspace

    export template title list per workspace

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. copy the entire folder with templates/docs in it

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Option to rearrange / reorder the documents in the documents list

    option to move the documents in the list

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Ability to search within the document

    Ability to search within the document

    25 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  16. Document into Folders

    Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Word redlining transferred to PandaDoc after the upload

    Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  18. "Download all" checkbox selects ALL documents

    "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    9 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Improve bulk download for huge amount of documents (1500+)

    Users are having issues if they bulk download 1500+ documents, the link is never delivered

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Better search functionality in Saved Messages search

    2 votes

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