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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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733 results found

  1. The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.

    2 votes

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  2. The ability for users with multiple PandaDoc accounts to copy their templates and documents across accounts.

    12 votes

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  3. Manually change the document status from completed to approved

    2 votes

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  4. When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.

    3 votes

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  5. 1 vote

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  6. link the invoice document created from PandaDoc to a Quote that we have submitted by PandaDoc

    1 vote

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  7. 2 votes

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  8. We need to implement phone number validation (i.e. US only) when sending documents with recipient verification

    1 vote

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  9. Ability to set up automatic documents deletion.

    2 votes

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  10. if a document was signed by the client outside PD and manually uploaded, it does not download that copy. Is there a setting in the download screen that we can trigger to include the signed copies under audit trail?

    2 votes

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  11. 1 vote

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  12. What signers completed the doc that is not completed by all yet

    1 vote

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  13. Bulk send already created draft documents

    5 votes

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  14. Require recipients to complete document attachments

    2 votes

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  15. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    3 votes

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  16. download a completed PDF with the emoji

    1 vote

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  17. custom email when the PDF of the completed document

    1 vote

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  18. the Signature string Word feature to convert this signature into a PandaDoc document

    1 vote

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  19. The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields

    1 vote

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  20. The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

    2 votes

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