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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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328 results found

  1. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

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

    79 votes

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    10 comments  ·  Documents & Data Management  ·  Admin →
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  2. transfer ownership of multiple documents/folder

    transfer ownership of multiple documents/folder

    48 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    27 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  4. ability to see who from team members opened a document

    ability to see who from team members opened a document

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    extend the expiration time of a document once it has become expired

    355 votes

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    26 comments  ·  Documents & Data Management  ·  Admin →
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  6. Dashboard option to track when a customer has signed a contract (multiplesigners involved)

    My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. [Bulk Action] Upload Multiple Images into Document or Template

    21 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  8. Add recipient's first name and last name while forwarding

    After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    8 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  9. [Bulk send] Easier way to bulk send (without CSV)

    An easier way to bulk send a doc (without having to prepare a CSV file)

    9 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Downloading attachments along with the document they are attached to

    Download attachments with PDF

    225 votes

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    43 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  11. "Instructions" block (auto-deleted text block)

    Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    6 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  12. [Home] Select period more than 1 year in Home

    Would like to be able to have an option in the Dashboard to see further than 1 year.

    43 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. Sort template by the "Last Modified" date and see the date modified

    8 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. send different email messages to the recipients who are signing the same document

    11 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Support Loom video embed in documents

    support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    50 votes

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    11 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. Restrict users from editing completed docs

    9 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Word redlining transferred to PandaDoc after the upload

    Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    9 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Preview a Template / Form / Document

    Preview a template when you are in the "Templates" tab

    20 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  19. Improve bulk download for huge amount of documents (1500+)

    Users are having issues if they bulk download 1500+ documents, the link is never delivered

    11 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    18 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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