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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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823 results found

  1. Be able to see the date when a document was moved to Trash.

    1 vote

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  2. Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.

    15 votes

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  3. 1 vote

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  4. For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).

    1 vote

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  5. [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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  6. 1 vote

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  7. Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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  8. Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)

    2 votes

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  9. Option to restrict sending document with unresolved inline comments

    3 votes

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  10. Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.

    6 votes

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  11. The ability to export or import data from all documents with a certain tag. For example, the ability to export payment data from all documents with a Done tag.

    1 vote

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  12. automatically add the document owner signature to a document when it is completed by other recipients

    https://pandadoc.zendesk.com/agent/tickets/466863

    1 vote

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  13. My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

    2 votes

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  14. 1 vote

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  15. Option to document archive and vault using AWS S3 bucket

    1 vote

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  16. The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added

    4 votes

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  17. Ability to generate a report on the time when the document was signed

    2 votes

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  18. Restrict document owner from resolving suggestions but leave this option only for document approver(s)

    3 votes

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  19. Ability to add comments to Audit trail

    2 votes

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  20. option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.

    2 votes

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