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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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736 results found

  1. In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.

    1 vote

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  2. Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.

    1 vote

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  3. 1 vote

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  4. Have the document expiration date variable update in the document when document is edited at a later date.

    1 vote

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  5. For recipient - Ability to view all documents in one place.

    1 vote

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  6. Ability to delete the attached file, in the attachment app from uploading an attachment via manual status change

    1 vote

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  7. Currently only document creator can be listed as the owner of it. However it's critical for us to have the team member's account as the owner for accurate reporting data. Our team doesn't build proposals, they are just cc'ed

    1 vote

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  8. In the reporting feature, there should be an option to search all documents by their title and download a CSV list of those documents

    1 vote

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  9. 1 vote

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  10. Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!

    1 vote

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

    1 vote

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  12. 1 vote

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

    1 vote

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  15. 1 vote

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

    1 vote

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  18. 1 vote

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  19. 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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  20. 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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