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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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725 results found

  1. keep library items in new document with transfer data to feature. currently, content added from the library doesnt transfer over

    1 vote

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  2. You should add a "clear local storage and try again" button to the error message when a file fails to convert.


    I've run into multiple problems uploading files that I want to become editable.

    Each time, a support agent was able to upload the file for me, but I was not.

    Each time, they asked me to clear my cache and try again (which also did not work).

    Clearly there's something wonky with the state my machine gets into, and I'll bet I'm not alone.

    If you add a button that does this, then you alleviate your support system if…

    1 vote

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  3. It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    1 vote

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  4. 1 vote

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  5. Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document

    1 vote

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  6. Limit the user of the bulk send

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. 1 vote

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  10. Turn off "2.0" icon next to documents/templates

    1 vote

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  11. 1 vote

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  12. every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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  13. Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.

    1 vote

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  14. Would like the ability to lockdown end users from being able to clone completed documents. (Improve best practices)

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. A feature to add users who may need to download a completed document that aren't in the signing or sender parties.

    1 vote

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  18. We need to customize the completed document when downloaded it can be with or without footer

    1 vote

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  19. Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
    I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.

    1 vote

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  20. Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    1 vote

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