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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • 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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604 results found

  1. 2 votes

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  2. Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"

    2 votes

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  3. Would like the ability to lockdown end users from being able to clone completed documents. (Improve best practices)

    1 vote

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  4. 1 vote

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  5. For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.

    2 votes

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  6. 1 vote

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  7. 1 vote

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  8. 3 votes

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  9. Create and track tasks for specific documents in-app

    2 votes

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  10. 6 votes

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  11. when bulk downloading documents save them as PDF, not in ZIP file

    5 votes

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  12. A feature to add users who may need to download a completed document that aren't in the signing or sender parties.

    1 vote

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  13. We need to customize the completed document when downloaded it can be with or without footer

    1 vote

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  14. An optional preview of the page content down the side of a presentation.

    3 votes

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  15. Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
    I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.

    1 vote

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  16. Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    1 vote

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  17. I need to be able to download PDFs with the pictures, that my client has kindly uploaded, visible. Currently when I download a PDF all I see is links or names of the files instead of the actual photos.

    2 votes

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  18. system to detect that a quote name already exists, so it gives us an alert or something

    1 vote

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  19. More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    2 votes

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  20. Give option to export list of all Documents status.

    16 votes

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