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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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710 results found

  1. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    7 votes

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  2. 13 votes

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  3. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    15 votes

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  4. It would be great to have a search function to make finding documents in the 'inbox' easier

    14 votes

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  5. 1 vote

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  6. Would like to be able to have an option in the Dashboard to see further than 1 year.

    32 votes

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  7. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  8. 1 vote

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  9. is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?

    2 votes

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  10. 1 vote

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  11. 1 vote

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  12. ability to access uploaded file by the signer in a completed document

    8 votes

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  13. WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)

    1 vote

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  14. keep library items in new document with transfer data to feature. currently, content added from the library doesnt transfer over

    1 vote

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  15. You should add a "clear local storage and try again" button to the error message when a file fails to convert.


    I've run into multiple problems uploading files that I want to become editable.

    Each time, a support agent was able to upload the file for me, but I was not.

    Each time, they asked me to clear my cache and try again (which also did not work).

    Clearly there's something wonky with the state my machine gets into, and I'll bet I'm not alone.

    If you add a button that does this, then you alleviate your support system if…

    1 vote

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  16. 2 votes

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  17. 88 votes

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    Hi there. Thank you for submitting your idea! 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!

  18. It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    1 vote

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  19. Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    6 votes

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  20. An optional preview of the page content down the side of a presentation.

    3 votes

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