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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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541 results found

  1. Set the expiration date before sending the document.

    14 votes

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  2. Option to download private message /chat on a document.

    14 votes

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  3. Ability to override or skip someone in the signing order (incase they are no longer apart of the process or necessary to complete the document)

    14 votes

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  4. Save all the completed documents as PDFs automatically.

    14 votes

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  5. 14 votes

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  6. Give option to export list of all Documents status.

    13 votes

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  7. 13 votes

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  8. It would be great to have a search function to make finding documents in the 'inbox' easier

    13 votes

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  9. Sort the document by status and direct period of time.

    13 votes

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  10. Bulk Send: Download all completed documents without going to each folder.

    13 votes

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  11. Display uploaded files in the PDF ev1

    13 votes

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  12. 13 votes

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  13. Ability to customize the columns shown in doc/temp/catalog list view

    12 votes

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  14. Would like to have more filters for the templates. Like top 3 used templates.

    12 votes

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  15. Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    11 votes

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  16. Preview a template when you are in the "Templates" tab

    11 votes

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  17. Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.

    11 votes

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  18. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    11 votes

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  19. Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    11 votes

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  20. have native CPQ functionality within PandaDoc

    11 votes

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