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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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735 results found

  1. Support upload of videos for documents from Instagram

    2 votes

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  2. Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.

    3 votes

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  3. Requesting adding a new status so that once a document signatory process has started there's a new status after viewed called in progress

    2 votes

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  4. For example, there are three products, and the recipient selects one for purchase. The client would like to have an option to search for the document by the products that the recipient has selected.

    2 votes

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  5. Make the download option available on the Home dashboard.

    2 votes

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  6. 2 votes

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  7. Ability to Export PandaDoc document as HTML

    2 votes

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  8. Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

    2 votes

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  9. Have the ability to add in SMS verification to bulk send

    5 votes

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  10. Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.

    2 votes

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  11. Disable certain document delivery options for specific users, f.e. keep email delivery only for one user

    2 votes

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  12. Customer would like the second document in document bundling not accessible unless the first one is signed.

    2 votes

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  13. 3 votes

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  14. Have document status as a standard filter when reporting on "Data" fields in document repository. We did not setup a field for document status, assuming this would be a filter, we added all the fields and data to each document, when pulling reporting, draft and cancelled documents are pulling in without a way to exclude these.

    1 vote

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  15. Trash Bin: Be able to view documents without restoring them.

    2 votes

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  16. Percentage of the completed and declined documents in the Home page

    2 votes

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  17. Right now when someone signs, we are pulling an SFDC and having them click that link. On the contract redirect after completion, can that link be an SFDC variable?

    2 votes

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  18. Folders appear on the Home page

    3 votes

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  19. Customer would like to have an option to share folder containing document to a specific user only

    9 votes

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  20. Set the same document sequence number for several documents (in case several documents are sent for the same recipient)

    2 votes

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