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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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823 results found

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

    2 votes

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  3. 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.

    4 votes

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  4. Option to have Waiting for others tab for all documents within workspace

    4 votes

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  5. Ability to bulk download signature certificates exclusively.

    3 votes

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  6. i.e the ability to change where certain buttons are placed like the download/print button.

    3 votes

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    • Will allow the user to filter by user in Document Activity [Home]
    2 votes

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  7. 1 vote

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  8. 1 vote

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  9. 2 votes

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  10. 2 votes

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  11. The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients.  In your app, I chose my email address as a "CC".  In any email system, there is a "To" field and a "CC" field.  What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.

    7 votes

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  12. 1 vote

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  13. 2 votes

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  14. Ability to extend the expiration date for the document recipient links.

    1 vote

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    • Will allow the user to be able to recall / revert the transfer of document ownership
    4 votes

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  15. After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.

    2 votes

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  16. Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
    example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
    As of now, it's too many steps to click and export a report.
    He'd like to have an actionable item from that screen as well.

    example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.

    3 votes

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  17. Have the ability to filter documents by contacts.

    2 votes

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  18. Option to set document value based on variable

    2 votes

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