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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • 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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604 results found

  1. Option to view documents from removed/archived Workspace

    1 vote

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  2. 1 vote

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  3. In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.

    1 vote

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  4. Ability to set a default folder in PandaDoc for documents to be sent to.

    3 votes

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  5. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    2 votes

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  6. Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.

    1 vote

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  7. Bundle completed documents into one

    1 vote

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  8. Quick and easy way to add CC on all documents sent from PandaDoc.

    1 vote

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  9. 2 votes

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  10. The ability to add PandaDoc signatures in the attachments.

    3 votes

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  11. Ability to fax PandaDoc.

    4 votes

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  12. Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".

    2 votes

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  13. 1 vote

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  14. We should have the option to save more than one Pipedrive Deal in Pandadoc.

    3 votes

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  15. Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document

    3 votes

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  16. Have the document expiration date variable update in the document when document is edited at a later date.

    1 vote

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  17. For recipient - Ability to view all documents in one place.

    1 vote

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  18. 1 vote

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  19. Ability to delete the attached file, in the attachment app from uploading an attachment via manual status change

    1 vote

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  20. It would be great if there was an option to download a pdf without the verified signatures. It's causing my adobe acrobat to time out and have a conniption. I think it would also be a smaller file, so I could attach it in my practice management software.

    2 votes

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