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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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882 results found

  1. 1 vote

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  2. The ability to export documents as CSV file not a zip file and the PDF version.

    19 votes

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  3. Access public documents by filling out the email address (not a form).

    1 vote

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  4. Ability to choose which recipients on the document receive the signature certificate.

    4 votes

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  5. Feature to edit just the title of a document after its been completed.

    2 votes

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  6. Ability to add a custom field column in a Report (such as fields used with integrations)

    6 votes

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  7. Option to use document forwarding when the recipient verification is enabled

    1 vote

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  8. Set notification for senders when a document has not been signed after X number of days.

    3 votes

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  9. For a report to be available in the dashboard showing below
    1. Failed Sent Documents by Workspace and User
    2. Summary of failed documents on a daily, weekly, and monthly basis
    3. Show senders error messages of why the documents Failed

    This will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document

    2 votes

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  10. A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.

    1 vote

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  11. Option to check if recipient made a screenshot of the document

    1 vote

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  12. Option to set a rule where the second signer is only required if their presence is indicated

    1 vote

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  13. Option to disable removing recipients in CC, always keep recipient in CC

    6 votes

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  14. Ability to pull the saved messages in bulk send feature

    4 votes

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  15. Customer would like to have an option to share folder containing document to a specific user only

    10 votes

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  16. Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.

    1 vote

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  17. When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

    1 vote

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  18. 1 vote

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  19. download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent

    5 votes

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  20. The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.

    1 vote

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