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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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553 results found

  1. When a user makes changes to a template, it has to go through an approval workflow first before the template is saved

    1 vote

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  2. send a document to 1 signer first then send the document to the rest of the signers after the 1st recipient signs the document

    2 votes

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  3. Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

    2 votes

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  4. 2 votes

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  5. 1 vote

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  6. 2 votes

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  7. The option to forward a document/signature without knowing the email address of the recipient to whom the document is being forwarded - for instance via a link.

    1 vote

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  8. 2 votes

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  9. I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
    If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
    That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders

    1 vote

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  10. Ability to change document status to "Closed Lost"

    1 vote

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  11. Ability to disable who has viewed the document: ensure the account owner see all documents without the users knowing they were there (example on latest activity)

    1 vote

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  12. be able to download a report of recipients who haven’t signed or signed the documents

    2 votes

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  13. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    4 votes

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  14. To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    2 votes

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  15. The ability for the Sender to collect the completed document from the recipient via a link.

    1 vote

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  16. Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674

    Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.

    1 vote

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  17. i.e the ability to alphabetize documents while also setting the order for the status column

    2 votes

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  18. Add document uuid to the PDF downloaded.

    1 vote

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  19. Ability to view if a completed document notification was sent to recipients. Possibly added to the Audit Trail.

    1 vote

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  20. If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.

    1 vote

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