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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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634 results found

  1. Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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  2. 96 votes

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    Hi! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    2 votes

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  4. Option to sort the documents by completed date and time.

    12 votes

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  5. The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    1 vote

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  6. 5 votes

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  7. 2 votes

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  8. Ability to add a specific expiration date for several documents at the same time

    25 votes

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  9. ability to search for those who have not signer /opened a document yet

    6 votes

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  10. 4 votes

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  11. 27 votes

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  12. The option to edit the Completed document with saving the signature.

    165 votes

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    Hi there! 

    Thank you for taking the time to submit your idea. We have investigated your idea's feasibility and potential impact on our users and, unfortunately, we have determined that implementing such functionality would be legally problematic. Editing a document after it has been signed could invalidate the legality of the signature, creating complications and risks for all parties involved. Due to these legal constraints, we are unable to move forward with this specific idea.

    If you have any other ideas or suggestions, we encourage you to continue sharing them with us through UserVoice. Our team regularly reviews the submissions, and your input can have an impact on our product's roadmap. Thank you.

  13. 1 vote

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  14. have native CPQ functionality within PandaDoc

    11 votes

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  15. 77 votes

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    Hi there. Thank you for submitting your idea! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. 1 vote

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  17. 9 votes

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  18. 2 votes

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  19. The option to change time zone for signature certificate.

    126 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. 2 votes

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