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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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604 results found

  1. Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    8 votes

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  2. "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    8 votes

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  3. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    8 votes

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  4. We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

    7 votes

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  5. Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.

    7 votes

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  6. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    7 votes

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  7. Being able to adjust the auto reminders feature on documents that have already been sent would be a great help!

    7 votes

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  8. Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    7 votes

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  9. Have the option to change the document status manually from the Dashboard / Home.

    7 votes

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  10. Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    7 votes

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  11. track edits feature in the document like in MS word or google docs

    7 votes

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  12. 7 votes

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  13. Now we can rename a sent document from the Documents section only, however, as we open a document, the previous document name stays on the top left of the cover page

    7 votes

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  14. Ability to change the file location inside the document without leaving the document.
    Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

    7 votes

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  15. 7 votes

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  16. 7 votes

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  17. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    7 votes

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  18. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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  19. Email to be sent after document is paid

    7 votes

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  20. For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)

    7 votes

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