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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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733 results found

  1. make signature darker

    2 votes

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  2. Option to restrict sending document with unresolved inline comments

    3 votes

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  3. 4 votes

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  4. 1 vote

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  5. a way to track a document as a pdf instead of a link

    4 votes

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  6. 1 vote

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  7. For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.

    1 vote

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  8. 1 vote

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  9. I want to print all orders that have been placed. Not the individual he list

    1 vote

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  10. 5 votes

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  11. Option to view documents from removed/archived Workspace

    1 vote

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  12. Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    10 votes

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  13. In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.

    1 vote

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  14. delete a workspace or archive a workspace

    34 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.

    2 votes

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  16. Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.

    1 vote

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  17. Transfer data will also include other document contents

    2 votes

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  18. Restrict document owner from resolving suggestions but leave this option only for document approver(s)

    3 votes

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  19. It's good when your workspace is neat and there are no unnecessary documents cluttering it up, so being able to delete a document, when I am the recipient, is essential

    2 votes

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  20. 1 vote

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