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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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821 results found

  1. When making a change to either template or document, the creation date should change based on the latest changes

    2 votes

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  2. 2 votes

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  3. Add fields related to recipients' data to webhooks, e.g.:
    1. "signature_date" - currently present in Document details endpoint, but not in Webhooks
    2. Delivery date
    3. Declined date

    2 votes

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  4. Option to bulk download documents directly instead of receiving a link to an email

    2 votes

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  5. restrict send documents on someone's behalf

    2 votes

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  6. To be able to approve multiple documents at once.

    2 votes

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  7. Ability to make attachments and view attachments in mobile apps

    2 votes

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  8. Being able to remove documents from the list without actually removing them from the account.

    2 votes

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  9. We'd like to drag and drop a folder from the desktop to the Rooms but it only allows to drag and drop a single file

    2 votes

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  10. Option to see the original document creator even if the ownership was transferred to another user.

    2 votes

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  11. Option to change the status of the expired document in bulk

    2 votes

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  12. Ability to create bulk send to be sent for later

    2 votes

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  13. add a recipient to the folder to sign the documents

    2 votes

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  14. The ability to hide/limit the contact list suggestion that shows up when a user adds recipients to documents (this avoids accidentally adding and sending to recipients with similar names/email addresses).

    2 votes

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  15. warning notification if the document is not yet viewed

    2 votes

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  16. When pulling in CLI using conditional smart content, cannot add conditional fields to the block. While ideally, would like to have conditional fields available in CLI, being able to add it to the content after pulling in via smart content would also be helpful.

    2 votes

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  17. link document to the Salesforce order

    2 votes

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  18. Additional International ID Verification options needed to scale PandaDoc globally. QES doesn't meet level of verification needed. KBA currently only US based. Expansion of ID and/or KBA verification options to non-US recipients.

    2 votes

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  19. Ability to empty trash folder by bulk

    2 votes

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  20. Once a document is signed, it would be useful to be able to send a copy of the signed document with certificate and any uploaded images to an "Admin" user for them to process.

    2 votes

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