Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)

    1 vote

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  2. Ability to see Activity Reporting for Embed option

    1 vote

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  3. 1 vote

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  4. warning when we are about to exceed 50mb limit

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. I just spent 30 minutes updating a template thinking it was a document

    VERY CONFUSING with the new UI where there is no black bar to denote that you are viewing a template

    I have been using pandadoc for 3 years, and have not made this error previously until the website design was recently changed

    1 vote

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  8. At the moment (August 17 2020) it is possible to attach files to an embedded template from the document's creator end, but a recipient has no ability to see attachments and download them. The functionality to see and download attachments should be implemented for the embedded templates like for regular documents too.

    1 vote

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  9. 1 vote

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  10. Allow a small period of time between converting a completed document into a draft before requiring the user to send the document again. Basically, allowing them to change the status back to 'Sent' without the customer having to be notified.

    1 vote

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  11. 1 vote

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  12. the chat needs to have date and time, to track developments on a sheet for EV1

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. 1 vote

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  16. Search in app for doucment or template via the ID

    1 vote

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  17. Have an ability for links to contain information about our company and the recipient company istead of the random numbers.
    Don't send the document to sent status once the link is generated

    1 vote

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  18. Separate column where tags are listed when viewing documents in the list view.

    1 vote

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  19. track down which fields have been filled out by the recipient.

    1 vote

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  20. Track when redlining is toggled on or off in document analytics

    1 vote

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