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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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738 results found

  1. The ability to send documents based on the chosen field of the signer

    2 votes

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  2. We'd like to be able to schedule a video session with a client via PandaDoc

    2 votes

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    • Will allow the user to filter by user in Document Activity [Home]
    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.

    2 votes

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  6. Have the ability to filter documents by contacts.

    2 votes

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  7. Settings to enable the removal of blank pages on sent documents.

    2 votes

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  8. Manually change the document status from Paid to Declined

    2 votes

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  9. Show a document status on the downloaded PDF

    2 votes

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  10. Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.

    It would be good if folders with the key word in titile were showing in the search results as well.

    2 votes

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  11. 2 votes

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  12. Invalidate a completed document after a set amount of time

    2 votes

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  13. Upload a signed PDF and PandaDoc will automatically sync it to the sent document.

    2 votes

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  14. To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.

    2 votes

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  15. Sender receives an email containing the collected files (from the collect filed field) once a recipient has completed their document

    2 votes

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  16. bookmark a page or content of a document similar to Word

    2 votes

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  17. option to place GIF in "Send document" pop-up

    2 votes

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  18. document ellipsis option in the Document tab should be similar to the Home tab's, not just having a delete option but duplicate, rename, change status etc.

    2 votes

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  19. Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.

    2 votes

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