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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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631 results found

  1. A feature that would enable the system to display all documents that have recipient comments.

    1 vote

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  2. Will allow the user to view if the recipient access or click the link that is included on the document

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    • Will allow the user to export the email of the recipients using the Reporting feature
    1 vote

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  3. 1 vote

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  4. Collect Data/Report of Version History log

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  5. Search for a contract using Pandadoc contract ID data

    1 vote

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  6. Ability to modify/ edit signers after they have signed/ finalized their part

    1 vote

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  7. Ability to generate a report on the number of documents edited after being sent.

    1 vote

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  8. The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.

    For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.

    1 vote

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

    1 vote

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  10. add a pop up about document ownership transfer before deleting the user from the account

    1 vote

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  11. Ability to adjust resolution version when download documents in as PDF to make the size smaller.

    1 vote

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    • Will allow the user to get log about the changes or update on contacts.
    1 vote

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  12. The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.

    1 vote

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  13. Is there a way to see who moved documents or folders to another folder and when they moved them?

    1 vote

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  14. 1 vote

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  15. Remove some default filters in the document list.

    "We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."

    1 vote

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  16. 1 vote

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  17. It would be good if the template name that was used could be included in the audit trail

    1 vote

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  18. I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files

    1 vote

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