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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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627 results found

  1. Allow an attachment to be rotated

    1 vote

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  2. I don''t want to extend the date , I want to make it permanently available and delete the expiry function from that particular proposal completely

    2 votes

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  3. Ability to select the folder the uploaded documents are put into.

    1 vote

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  4. There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.

    Manually adding multiple initials to documents that are 30-50 pages is very time consuming.

    Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?

    1 vote

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  5. Ability to share a document link with non-recipients

    1 vote

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

    2 votes

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  7. Include "expiration date"/"renewal date" into the report.

    1 vote

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  8. 1 vote

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  9. export the recipients in the Excel file for the expired documents

    1 vote

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  10. Ability to download documents as PTX and P12

    2 votes

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

    2 votes

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  12. Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.

    2 votes

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  13. Set expiration date when uploading the document

    18 votes

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  14. Transfer more such as Completion or Signature Data.

    1 vote

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  15. The ability to create a custom Report using Fillable Field and/or Variable information.

    1 vote

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  16. The ability to send documents based on the chosen field of the signer

    2 votes

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  17. Disable Home and keep only Team dashboard

    1 vote

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  18. Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.

    1 vote

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  19. We'd like to be able to schedule a video session with a client via PandaDoc

    2 votes

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  20. Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.

    1 vote

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