Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 4 votes

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  2. when bulk downloading documents save them as PDF, not in ZIP file

    1 vote

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  3. Once a document is created - have the ability to know the original name of the template

    2 votes

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  4. A feature to add users who may need to download a completed document that aren't in the signing or sender parties.

    1 vote

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  5. We need to customize the completed document when downloaded it can be with or without footer

    1 vote

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  6. An optional preview of the page content down the side of a presentation.

    3 votes

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  7. Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
    I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.

    1 vote

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  8. Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    1 vote

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  9. I need to be able to download PDFs with the pictures, that my client has kindly uploaded, visible. Currently when I download a PDF all I see is links or names of the files instead of the actual photos.

    1 vote

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  10. system to detect that a quote name already exists, so it gives us an alert or something

    1 vote

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  11. Erase only signature and initials when a doc is edited like it used to be in Classic Editor

    1 vote

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  12. More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    1 vote

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  13. Give option to export list of all Documents status.

    3 votes

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  14. Have an option where once document is completed, it is locked and cannot be opened.

    3 votes

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  15. 1 vote

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  16. To have the feature to use the search bar for document-numbered files.

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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  20. I want to be able to add a naming template to documents created with PipeDrive integration - right now it just imports the file name from PipeDrive and I want my documents to have a specific name.

    For instance, right now PandaDocs auto-names files like this:
    Camp 1 Agreement First Last

    But I want it to look like this:
    Last, First-Retainer-Camp1-ABC

    I asked help chat, but there's no way to do this right now.

    3 votes

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