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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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715 results found

  1. An option to search a specific word and sort out the results by folders.

    3 votes

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  2. Re-generate links in case you've provided recipients with the wrong one without having to edit the document

    5 votes

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  3. 2 votes

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  4. can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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  5. An easier way to bulk send a doc (without having to prepare a CSV file)

    8 votes

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  6. 3 votes

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  7. 160 votes

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  8. Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.

    2 votes

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  9. Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    2 votes

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  10. 3 votes

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  11. Assign specific dates from which the recipients may sign the document

    4 votes

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  12. Would like to be able to have an option in the Dashboard to see further than 1 year.

    32 votes

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  13. I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.

    I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…

    2 votes

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  14. PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    6 votes

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  15. When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.

    1 vote

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  16. 3 votes

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  17. Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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  18. 2 votes

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  19. 1 vote

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  20. 2 votes

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