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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    5 votes

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  2. Re-generate links in case you've provided recipients with the wrong one without having to edit the document

    5 votes

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

    5 votes

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  4. PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    5 votes

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  5. 5 votes

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  6. 5 votes

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  7. Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.

    4 votes

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  8. The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added

    4 votes

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  9. Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.

    4 votes

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  10. Trace uservoice requests - Would like to see all user requests for the company level (all users)

    Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.

    4 votes

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  11. Reporting: Need ability to have a report by contract expiration date or end date for renewals.
    - ex. NDA - tracking "Contract End Date" on all document expiration for upcoming renewals.
    - ability to filter by time range

    4 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

    4 votes

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  13. 4 votes

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  14. Be able to have advanced word search to have a nexact match of existing document titles when naming documents

    4 votes

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  15. I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?

    4 votes

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  16. Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)

    4 votes

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  17. 4 votes

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  18. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  19. Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.

    4 votes

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  20. To have the option to sort documents made from templates or uploaded

    4 votes

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