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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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681 results found

  1. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  2. sent document - change document name without editing it

    9 votes

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  3. Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes

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

    9 votes

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  5. 9 votes

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  6. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    9 votes

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  7. "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

    9 votes

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  8. 9 votes

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  9. 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.

    8 votes

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  10. Have the option to auto-update the documents after updating the template used to create those documents

    8 votes

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  11. 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

    8 votes

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  12. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    8 votes

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  13. ability to access uploaded file by the signer in a completed document

    8 votes

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  14. 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)

    8 votes

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  15. can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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  16. An easier way to bulk send a doc (without having to prepare a CSV file)

    8 votes

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

    8 votes

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  19. Select and edit several documents at once.

    8 votes

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  20. 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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