Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. When you create a document, if you are in a folder, it gets created in said folder.

    3 votes

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  2. You should add a "clear local storage and try again" button to the error message when a file fails to convert.


    I've run into multiple problems uploading files that I want to become editable.

    Each time, a support agent was able to upload the file for me, but I was not.

    Each time, they asked me to clear my cache and try again (which also did not work).

    Clearly there's something wonky with the state my machine gets into, and I'll bet I'm not alone.

    If you add a button that does this, then you alleviate your support system if…

    1 vote

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  3. A private dashboard of docs that contained financial info so other users cannot see unless invited

    2 votes

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  4. Ability to allow users to attach files even when the document has been sent.

    7 votes

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  5. 2 votes

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  6. Transfer data to: map pricing tables s in the original document with pricing tables in the new document.

    1 vote

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  7. It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    1 vote

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  8. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)

    48 votes

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  9. transfer ownership of multiple documents/folder

    12 votes

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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.

    2 votes

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  11. An optional preview of the page content down the side of a presentation.

    3 votes

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  12. ability to access uploaded file by the signer in a completed document

    7 votes

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  13. More important than view would be a status for a document that has been signed by at least one person, but not complete. This would allow the sales team to know their customer has signed the document, but it's now waiting on internal management to sign-off. Right now our salesforce opportunity has to wait for management to sign before I can update the status of the opp, but this sometimes gets lost in their inbox.

    13 votes

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  14. 2 votes

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  15. The option to change time zone for signature certificate.

    83 votes

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  16. a storage for completed documents without making it as a draft

    7 votes

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  17. 1 vote

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  18. 1 vote

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  19. Give option to export list of all Documents status.

    4 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

    2 votes

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