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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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706 results found

  1. Document.Value is calculated from a template rather than individual documents

    1 vote

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  2. 1 vote

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  3. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote

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  4. Be able to see the date when a document was moved to Trash.

    1 vote

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  5. 1 vote

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  6. For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).

    1 vote

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  7. [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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  8. 1 vote

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  9. Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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  10. The ability to export or import data from all documents with a certain tag. For example, the ability to export payment data from all documents with a Done tag.

    1 vote

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  11. automatically add the document owner signature to a document when it is completed by other recipients

    https://pandadoc.zendesk.com/agent/tickets/466863

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. Option to document archive and vault using AWS S3 bucket

    1 vote

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  15. 1 vote

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  16. Ability to add comments to Audit trail

    1 vote

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  17. For example, a document has 10+ pages and a user wants to save a specific section of pages together into the Content Library. Right now, users have to add pages to the Content Library individually and then add them all to one document and then add that document to the Content Library.

    1 vote

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  18. create a calculation for expiration date when the document is completed not when it is sent

    1 vote

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  19. I had a document that I deleted because it was part of a demo and kept sending notifications to a customer continuously every two days. I then deleted it from the trash because it kept sending these notifications despite being deleted.

    Despite deleting it from the trash, the recipient still received notifications related to the document. Can you please make this document stop sending notification emails/reminders to recipients

    1 vote

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  20. 1 vote

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