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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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723 results found

  1. popup window with the hyperlink inside of the document is opened

    1 vote

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  2. shared templates can be moved to the folders

    1 vote

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  3. THe functionality to transfer signers of a form/document to another web page after document completion.

    2 votes

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  4. Ability to filter documents by the signing order progress.

    1 vote

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  5. A new folder is created when a document is completed

    1 vote

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  6. Option to replace a signed document with a new one. This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.

    1 vote

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  7. Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.

    1 vote

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  8. The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    2 votes

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  9. Ability to bulk download signature certificates exclusively.

    3 votes

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  10. 2 votes

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  11. 1 vote

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  12. It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).

    Thank you for your consideration!

    2 votes

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  13. 1 vote

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  14. Will allow the user to set a password on the downloaded completed document

    3 votes

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  15. Export list containing document name, template used, and HubSpot object ID from a document

    2 votes

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  16. My client wants to download the analytics of one specific completed document. They want this to be the basis for their docs transaction for every client that they have on their end.
    This is for their legal case that they are being prompted to provide the original data analytics.

    1 vote

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  17. Ability to download documents as PTX and P12

    2 votes

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  18. You can forward completed documents, but the nonrecipients can not view the document.

    2 votes

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  19. add thumbnail when the document is shared via a link

    1 vote

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  20. 1 vote

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