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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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782 results found

  1. Option to have a folder you can see all files uploaded to a document

    1 vote

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  2. 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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  3. Show a document status on the downloaded PDF

    4 votes

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

    8 votes

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    • Will allow the user to be able to recall / revert the transfer of document ownership
    4 votes

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  5. detect the documents of the deleted user in the document filter owner

    6 votes

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  6. Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.

    7 votes

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  7. A new folder is created when a document is completed

    1 vote

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  8. Option in the Pandadoc to null the signed letter: replace a signed document with a new one. The existing signed documents should be in the bottom with X line.
    This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.

    1 vote

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  9. Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.

    1 vote

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  10. The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.

    For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.

    5 votes

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  11. The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    2 votes

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  12. Ability to bulk download signature certificates exclusively.

    3 votes

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  13. 2 votes

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  14. 1 vote

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  15. Allow an attachment to be rotated

    2 votes

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  16. Will allow the user to set a password on the downloaded completed document

    3 votes

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  17. 8 votes

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  18. Collect Data/Report of Version History log

    4 votes

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  19. Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.

    14 votes

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