Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 5 votes

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  2. When you create a document, if you are in a folder, it gets created in said folder.

    2 votes

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  3. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    56 votes

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  4. A private dashboard of docs that contained financial info so other users cannot see unless invited

    1 vote

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  5. Ability to allow users to attach files even when the document has been sent.

    5 votes

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  6. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    8 votes

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  7. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    45 votes

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  8. Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.

    2 votes

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  9. 7 votes

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  10. Ability to customize reminder notifications to include those who aren't signers.

    1 vote

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  11. Option to edit uploaded PDF, convert to editable document/template

    67 votes

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  12. transfer ownership of multiple documents/folder

    8 votes

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  13. Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.

    2 votes

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  14. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    7 votes

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  15. To be able to approve multiple documents that were generated via bulk send feature.

    1 vote

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  16. Only pay for Forms that are completed vs generated/started

    1 vote

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  17. The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.

    1 vote

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  18. What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
    How cool would it be if there would be a central page in settings called "Variables" where
    You can create variables with set content.
    reuse these variables across all your docs.
    A variable could also be an image or a piece of content library content

    It is a simple yet efficient idea that would make our lives a lot easier.

    1 vote

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  19. Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    1 vote

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  20. I would like the ability to restrict access to certain templates. For example, I would like to keep old templates in the system but make them "unavailable" for users to send out. Also, when creating new templates, I would like to make them unavailable until they are approved and signed off on before being made available to users to send out.

    1 vote

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