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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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735 results found

  1. Ability to change signer information (Change or add e-mail address) after signing the document.

    1 vote

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  2. 2 votes

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  3. Ability to filter the timeline by user/document owner.

    1 vote

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  4. Ability to Export PandaDoc document as HTML

    2 votes

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  5. Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

    2 votes

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  6. Similar to the tracking available for views/clicks once a document has been sent, the leadership at my company would like to be able to track how long our users are spending creating / editing a document, in order to track improvements in efficiency. The report about time from created to sent includes all time spent waiting for information or outside of work, we would like to see only the time spent in a document!

    1 vote

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  7. Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"

    This is confusing to some customer.

    3 votes

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  8. Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.

    2 votes

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  9. Disable certain document delivery options for specific users, f.e. keep email delivery only for one user

    2 votes

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  10. Customer would like the second document in document bundling not accessible unless the first one is signed.

    2 votes

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  11. The document has 2 notifications: one waiting for payment and one for paid. Option to keep only Document paid notification.

    1 vote

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  12. It would be very helpful to have the ability to use reporting based on when the signature was created and how long it is valid

    1 vote

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  13. Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.

    3 votes

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  14. Trash Bin: Be able to view documents without restoring them.

    2 votes

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  15. Percentage of the completed and declined documents in the Home page

    2 votes

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  16. Right now when someone signs, we are pulling an SFDC and having them click that link. On the contract redirect after completion, can that link be an SFDC variable?

    2 votes

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  17. For example, there are three products, and the recipient selects one for purchase. The client would like to have an option to search for the document by the products that the recipient has selected.

    2 votes

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  18. Set the same document sequence number for several documents (in case several documents are sent for the same recipient)

    2 votes

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  19. Smart folders would be more useful (or at least equally as useful) as the "move to folder" automation. Smart folders could automatically sort documents into folders by status. They could also sort documents by tags. Ideally, the document library would be able to be viewed in multiple manners, similarly to the way Gmail uses tags or Outlook uses smart folders. You click on a smart folder, and all of the items that meet the criteria of the smart folder appear, even though the items are not physically located in the smart folder. The smart folder serves as a way to…

    1 vote

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  20. Bulk Delete Documents in "Waiting for Others" tab

    2 votes

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