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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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823 results found

  1. 1 vote

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  2. Allow an attachment to be rotated

    2 votes

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

    15 votes

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

    3 votes

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  5. Collect Data/Report of Version History log

    4 votes

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  6. Ability to download documents as PTX and P12

    2 votes

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  7. be able to download a report of recipients who haven’t signed or signed the documents

    8 votes

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  8. You can forward completed documents, but the nonrecipients can not view the document.

    2 votes

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  9. It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office

    4 votes

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  10. Option to edit document link thumbnail when the document link is shared with a recipient

    1 vote

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  11. 1 vote

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  12. Access public documents by filling out the email address (not a form).

    1 vote

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  13. Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
    example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
    As of now, it's too many steps to click and export a report.
    He'd like to have an actionable item from that screen as well.

    example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.

    3 votes

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

    1 vote

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  15. 5 votes

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

    2 votes

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  17. Manually change the document status from Paid to Declined

    3 votes

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  18. 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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  19. 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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  20. Option to check if recipient made a screenshot of the document

    1 vote

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