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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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706 results found

  1. Customer would like to have an option to share folder containing document to a specific user only

    3 votes

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  2. THe functionality to transfer signers of a form/document to another web page after document completion.

    2 votes

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  3. Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.

    1 vote

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  4. When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

    1 vote

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  5. 1 vote

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  6. download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent

    4 votes

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  7. The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.

    1 vote

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  8. Currently, the option to convert a document into a template is available, but I find this process to be less than optimal. While templates are undoubtedly useful for recurring use, there are instances when duplicating a document directly would be more efficient. The challenge I face is that, with the current system, I end up with numerous "templates" that were intended for one-time use, making it difficult to distinguish them from my official templates.

    Hence, I would like to suggest the implementation of a direct document duplication feature. This feature would allow users to effortlessly create a copy of any…

    1 vote

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  9. hide the option to Create a trial account when the document is completed

    1 vote

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  10. 1 vote

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  11. Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    1 vote

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  12. a version history could be displayed on the main title page for the template/content library etc. So we can see at a quick glance when something was last updated.

    1 vote

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  13. When receiving a large number of docs at the end of the month, it becomes overwhelming to manage them and it becomes difficult to mark off where the docs are at in the process. Feature would be an area to add an annotation to keep track.

    1 vote

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  14. The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    2 votes

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  15. 2 votes

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  16. 3 votes

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  17. It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).

    Thank you for your consideration!

    2 votes

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  18. Allow an attachment to be rotated

    1 vote

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  19. Ability to select the folder the uploaded documents are put into.

    1 vote

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  20. There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.

    Manually adding multiple initials to documents that are 30-50 pages is very time consuming.

    Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?

    5 votes

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