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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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777 results found

  1. The option to restrict what users can access in Reporting (add permission management for Custom Roles).

    Example is restricting a user to only see data related to his their own documents.

    2 votes

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  2. Hi!
    Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.

    And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount…

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. Support upload of videos for documents from Pinterest

    2 votes

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  4. Support upload of videos for documents from Instagram

    2 votes

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  5. Trash Bin: Be able to view documents without restoring them.

    3 votes

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  6. The Uidad de fomento currency is called UF. CLF is not an alternative. PandaDoc only shows CLF which is not the same. All contracts in Chile are made in UF. Could you please include this alternative?

    1 vote

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  7. We now have a Workspace default which is nice to have but it would be better if the Workspace Default could work as a Default in the Workspace.

    1. In forms - If you create a form without the "Attach PDF" enabled, once the form is created and even after enabling the "Attach PDF " in Workspace default. There will never be a PDF attached solely because the form was created without the option being enabled.
    2. If the Option "Attach PDF " is enabled and a form is created, even after the client disables the option in Workspace Default. There will…
    1 vote

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  8. 4 votes

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  9. Requesting adding a new status so that once a document signatory process has started there's a new status after viewed called in progress

    2 votes

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  10. For example, there are three products, and the recipient selects one for purchase. The client would like to have an option to search for the document by the products that the recipient has selected.

    2 votes

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  11. 2 votes

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  12. Ability to Export PandaDoc document as HTML

    2 votes

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  13. Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

    2 votes

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  14. Folders appear on the Home page

    4 votes

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  15. 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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  16. Have the ability to add in SMS verification to bulk send

    5 votes

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  17. Disable certain document delivery options for specific users, f.e. keep email delivery only for one user

    2 votes

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  18. Ability to send documents using 3rd party email instead of Pandadoc email

    2 votes

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  19. Customer would like the second document in document bundling not accessible unless the first one is signed.

    2 votes

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  20. Customer would like to have an option to share folder containing document to a specific user only

    10 votes

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