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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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725 results found

  1. Ability to move documents to another contact in PandaDoc Contacts

    2 votes

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  2. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    11 votes

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  3. popup window with the hyperlink inside of the document is opened

    1 vote

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  4. shared templates can be moved to the folders

    1 vote

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  5. Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    3 votes

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  6. Client do not want to be able to send their documents to anyone at a domain ***.net since they are fraudulent

    2 votes

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  7. Is there anyway to automate an upload of a signed contract PDF automatically into the Monday CRM?

    That would save us so much time of data backup!!

    2 votes

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  8. The ability to move/arrange the folder placement within PandaDoc.

    2 votes

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  9. Change document status to "In Process" after one of multiple recipients has signed.

    4 votes

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  10. Ability to filter documents by the signing order progress.

    1 vote

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  11. A new folder is created when a document is completed

    1 vote

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  12. Option to replace a signed document with a new one. This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.

    1 vote

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  13. Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. The ability to split documents into different folders.

    i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder

    2 votes

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  17. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  18. bulk download for content library item

    1 vote

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  19. My client wants to download the analytics of one specific completed document. They want this to be the basis for their docs transaction for every client that they have on their end.
    This is for their legal case that they are being prompted to provide the original data analytics.

    1 vote

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  20. 2 votes

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