Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Limit the user of the bulk send

    1 vote

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  3. Account has recipients that do not have an email address

    2 votes

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  4. Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.

    2 votes

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  5. 1 vote

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  6. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    7 votes

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  7. To be able to approve multiple documents that were generated via bulk send feature.

    1 vote

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  8. Only pay for Forms that are completed vs generated/started

    1 vote

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  9. The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.

    1 vote

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  10. Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    1 vote

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  11. I would like the ability to restrict access to certain templates. For example, I would like to keep old templates in the system but make them "unavailable" for users to send out. Also, when creating new templates, I would like to make them unavailable until they are approved and signed off on before being made available to users to send out.

    1 vote

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  12. Ability to download documents without signature certificate

    2 votes

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  13. 1 vote

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  14. 1 vote

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  15. 1 vote

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  16. Please add a feature to access child Object attributes of any Parent Object in SalesForce, i.e in Opportunity there should be a feature to define Tokens for Opportunity Line Items as Line Items are in Child relationship to Opportunity.

    1 vote

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  17. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    3 votes

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  18. 2 votes

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  19. Set the expiration date before sending the document.

    7 votes

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  20. Be able to use the signing order + send the emails to multiple signers. For example, when signer #1 is the salesperson, and signers #2 and signer #3 are clients from the same company and either signer #2 or signer #3 should sign the doc

    1 vote

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