Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    4 votes

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

    4 votes

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  3. Assign specific dates from which the recipients may sign the document

    4 votes

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  4. 4 votes

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  5. 4 votes

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  6. 4 votes

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  7. Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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  8. 4 votes

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  9. ability to search for those who have not signer /opened a document yet

    4 votes

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  10. 4 votes

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  11. Route CRM generated documents into PandaDoc folders

    4 votes

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  12. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  13. 4 votes

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  14. When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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  15. 4 votes

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  16. Specify how the payment is made (ACH, Card)

    3 votes

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  17. 3 votes

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  18. ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    3 votes

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  19. 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?

    3 votes

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  20. 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

    3 votes

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