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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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824 results found

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

    7 votes

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  2. Ability to create your own home page filters for sorting documents

    6 votes

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  3. Set notification for senders when a document has not been signed after X number of days.

    2 votes

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  4. 1 vote

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  5. The client would like to see who exactly had completed the document because the status shows as "Viewed" until everyone has signed it. They wanted this information to be visible without opening the analytics, just from the document list.

    1 vote

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  6. The ability to send documents based on the chosen field of the signer

    3 votes

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  7. the Signature string Word feature to convert this signature into a PandaDoc document

    1 vote

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  8. The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields

    1 vote

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

    1 vote

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  10. 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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  11. Show a document status on the downloaded PDF

    4 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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  12. A new folder is created when a document is completed

    1 vote

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

    1 vote

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  15. Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    2 votes

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  16. 9 votes

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  17. 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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  18. 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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  19. Ability to bulk download signature certificates exclusively.

    3 votes

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