Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Option to return the document status back to completed if the document was unintentionally edited and no changes were actually applied/option to restore the signed version

    3 votes

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  2. 1 vote

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  3. Ability to remove the signer's email address from signature certificate

    1 vote

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  4. Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    2 votes

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

    1 vote

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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.

    2 votes

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  7. The ability to share documents, templates, and content with other organizations.

    1 vote

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  8. Automatically assign document to specified folders.

    1 vote

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  9. 1 vote

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  10. The possibility to add only sequence number to the document without required sequence name.

    2 votes

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  11. 1 vote

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  12. 1 vote

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  13. add photo in the signature certificate

    1 vote

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  14. Ability to schedule when to send a document

    41 votes

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  15. Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

    4 votes

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

    2 votes

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  17. Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.

    Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.

    3 votes

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  18. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    5 votes

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  19. User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.

    1 vote

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  20. expiration starts once the signer opened the document

    1 vote

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