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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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824 results found

  1. When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.

    2 votes

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  2. Customers would like to have the option to be able to expire documents older than 30 days all at once

    3 votes

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  3. The Uidad de fomento currency is called UF. CLF is not an alternative. PandaDoc only shows CLF which is not the same. All contracts in Chile are made in UF. Could you please include this alternative?

    1 vote

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  4. We now have a Workspace default which is nice to have but it would be better if the Workspace Default could work as a Default in the Workspace.

    1. In forms - If you create a form without the "Attach PDF" enabled, once the form is created and even after enabling the "Attach PDF " in Workspace default. There will never be a PDF attached solely because the form was created without the option being enabled.
    2. If the Option "Attach PDF " is enabled and a form is created, even after the client disables the option in Workspace Default. There will…
    1 vote

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  5. The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address

    3 votes

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  6. Download a document bundle as a single file DOCX

    2 votes

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  7. The ability to indicate a specific date or choose a date from a calendar for document expiration instead of putting in a number of days.

    3 votes

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  8. Right now the client sees all three documents in a row underneath each other. I want them to just have to click on the document on the left panel and only see the pages of the one they click on, instead of all offers underneath each other.

    2 votes

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  9. It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.

    2 votes

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  10. The ability to click and change the document name page label which is located next to a document page is available only for bundles (single document name can be change only via changing document title).

    The feature request is to make document name label clickable/editable for single documents as well.

    Picture https://drive.google.com/file/d/1DdT7samkFR-p_h3HN-eVs8na62Lw3CUE/view?usp=sharing

    2 votes

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  11. To have the ability to update documents, annexes for example, after the document has been completed.

    2 votes

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  12. Essentially would like to download an exact copy of the report that you see in PandaDoc. Do not want to break down to list each document individually

    2 votes

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  13. A feature that automatically recognizes and transfers data from one document into another template/document. For example, applicants regularly send us their CVs, then we have to rewrite them to our template so that they all look the same and remove the personal data.

    2 votes

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  14. Option to have an expiration date as a filter under the Documents tab

    2 votes

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  15. Bulk download for attachments

    2 votes

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  16. Report for all sent and all contracts that have been signed as a ratio and will show in a graph

    2 votes

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  17. Have document status as a standard filter when reporting on "Data" fields in document repository. We did not setup a field for document status, assuming this would be a filter, we added all the fields and data to each document, when pulling reporting, draft and cancelled documents are pulling in without a way to exclude these.

    2 votes

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  18. Reduce the number of steps required to create and send a document to streamline the workflow.

    4 votes

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  19. Provide reason for declining on Report

    3 votes

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  20. Send the document automatically from HubSpot

    2 votes

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