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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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791 results found

  1. Option to use document forwarding when the recipient verification is enabled

    1 vote

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  2. 5 votes

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  3. We'd like to be able to schedule a video session with a client via PandaDoc

    2 votes

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  4. Manually change the document status from Paid to Declined

    3 votes

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  5. We have several companies that provide quotes in landscape mode. Our proposal and several other docs are in portrait mode, so we need for PandaDoc to recognize when a page is in landscape or portrait upon upload and allow for those to be in the correct orientation (OR allow us to rotate any page, whatever can get this to us faster). I understand I can separately add landscape docs to docs that are in portrait, but this adds another step for us right now since these are uploaded in the same file.

    6 votes

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  6. A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.

    1 vote

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  7. Option to check if recipient made a screenshot of the document

    1 vote

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    • Will allow the user to filter by user in Document Activity [Home]
    2 votes

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  8. Option to set a rule where the second signer is only required if their presence is indicated

    1 vote

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  9. 2 votes

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  10. 2 votes

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  11. System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.

    3 votes

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  12. Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.

    1 vote

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  13. When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

    1 vote

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  14. 1 vote

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  15. The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.

    1 vote

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  16. hide the option to Create a trial account when the document is completed

    1 vote

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  17. a version history could be displayed on the main title page for the template/content library etc. So we can see at a quick glance when something was last updated.

    1 vote

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  18. When receiving a large number of docs at the end of the month, it becomes overwhelming to manage them and it becomes difficult to mark off where the docs are at in the process. Feature would be an area to add an annotation to keep track.

    1 vote

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  19. 2 votes

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