Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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  2. The date and time is UTC by default. Currently, if you reference the Global Date Variable in a template, it can default to a different day (in some cases) based on our timezone.

    3 votes

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  3. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    9 votes

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  4. Bulk change document owner ability

    3 votes

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  5. I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.

    2 votes

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  6. It would be great to have a search function to make finding documents in the 'inbox' easier

    13 votes

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  7. It is only allowed to move one folder with docs to the another folder even though you tick a couple of folders

    2 votes

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  8. transfer ownership of multiple documents/folder

    16 votes

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  9. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    7 votes

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  10. Allow Search cross workspaces for documents

    7 votes

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  11. ability to see who from team members opened a document

    1 vote

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  12. 5 votes

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  13. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    6 votes

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  14. when creating a document from a template make the date change to the current date and not the date the template was created.

    2 votes

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  15. 1 vote

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  16. 2 votes

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  17. Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.

    4 votes

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  18. 2 votes

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  19. Client would like to be able to search two letters using the search function.

    2 votes

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  20. Ability to customize the columns shown in doc/temp/catalog list view

    9 votes

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