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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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903 results found

  1. Document addendum:
    When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.

    3 votes

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  2. the Signature string Word feature to convert this signature into a PandaDoc document

    2 votes

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  3. The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields

    1 vote

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  4. The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

    2 votes

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  5. Option to have a folder you can see all files uploaded to a document

    1 vote

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  6. Ability to move documents to another contact in PandaDoc Contacts

    2 votes

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  7. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    20 votes

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  8. Option to add VOID across a document that has already been sent and signed by all parties (and then resend)

    6 votes

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  9. shared templates can be moved to the folders

    4 votes

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  10. Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    5 votes

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  11. Change document status to "In Process" after one of multiple recipients has signed.

    9 votes

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  12. Ability to filter documents by the signing order progress.

    2 votes

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  13. A new folder is created when a document is completed

    1 vote

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  14. Option in the Pandadoc to null the signed letter: replace a signed document with a new one. The existing signed documents should be in the bottom with X line.
    This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.

    1 vote

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  15. Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.

    1 vote

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  16. 1 vote

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  17. Option to update or edit a template/document and dynamically mass update bundled templates/documents

    6 votes

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  18. Ability to upload more than 10 files to Attachments

    2 votes

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  19. The ability to split documents into different folders.

    i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder

    2 votes

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  20. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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