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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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636 results found

  1. 1 vote

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  2. 2 votes

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  3. Ability to extend the expiration date for the document recipient links.

    1 vote

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    • Will allow the user to be able to recall / revert the transfer of document ownership
    3 votes

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  4. After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.

    2 votes

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  5. Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
    example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
    As of now, it's too many steps to click and export a report.
    He'd like to have an actionable item from that screen as well.

    example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.

    2 votes

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  6. Have the ability to filter documents by contacts.

    2 votes

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  7. Option to set document value based on variable

    1 vote

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  8. Settings to enable the removal of blank pages on sent documents.

    2 votes

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  9. Option to reorder tabs at Home

    2 votes

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  10. Signing order: sender should be able to fill out the document without the need to open it in the email.
    For example in the document that has no signing order: https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/e11d487a3de2b227ceac5372bbad9762d8468b9e.png

    1 vote

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  11. Manually change the document status from Paid to Declined

    1 vote

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  12. A feature that would enable the system to display all documents that have recipient comments.

    1 vote

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  13. Will allow the user to view if the recipient access or click the link that is included on the document

    1 vote

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  14. We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

    7 votes

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  15. Will allow the user to set a password on the downloaded completed document

    2 votes

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    • Will allow the user to export the email of the recipients using the Reporting feature
    1 vote

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  16. Show a document status on the downloaded PDF

    2 votes

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  17. Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.

    It would be good if folders with the key word in titile were showing in the search results as well.

    2 votes

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  18. 2 votes

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