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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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694 results found

  1. Option to replace a signed document with a new one. This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.

    1 vote

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  2. Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. bulk download for content library item

    1 vote

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  6. My client wants to download the analytics of one specific completed document. They want this to be the basis for their docs transaction for every client that they have on their end.
    This is for their legal case that they are being prompted to provide the original data analytics.

    1 vote

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  7. add thumbnail when the document is shared via a link

    1 vote

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  8. 1 vote

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  9. Access public documents by filling out the email address (not a form).

    1 vote

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  10. Ability to create new statuses/rename existing ones.

    1 vote

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  11. Feature to edit just the title of a document after its been completed.

    1 vote

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  12. Option to use document forwarding when the recipient verification is enabled

    1 vote

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  13. A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.

    1 vote

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  14. Option to check if recipient made a screenshot of the document

    1 vote

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  15. Option to set a rule where the second signer is only required if their presence is indicated

    1 vote

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  16. Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.

    1 vote

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  17. When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

    1 vote

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  18. 1 vote

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  19. The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.

    1 vote

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  20. Currently, the option to convert a document into a template is available, but I find this process to be less than optimal. While templates are undoubtedly useful for recurring use, there are instances when duplicating a document directly would be more efficient. The challenge I face is that, with the current system, I end up with numerous "templates" that were intended for one-time use, making it difficult to distinguish them from my official templates.

    Hence, I would like to suggest the implementation of a direct document duplication feature. This feature would allow users to effortlessly create a copy of any…

    1 vote

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