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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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824 results found

  1. To be able to approve multiple documents at once.

    2 votes

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  2. Would like merge and split pdf and more.

    1 vote

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  3. Ability to make attachments and view attachments in mobile apps

    2 votes

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  4. Add the United Arab Emirates and the Kingdom of Saudi Arabia to the list of countries supported for sending documents via SMS.

    3 votes

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  5. Being able to remove documents from the list without actually removing them from the account.

    2 votes

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  6. We'd like to drag and drop a folder from the desktop to the Rooms but it only allows to drag and drop a single file

    2 votes

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  7. Option to see the original document creator even if the ownership was transferred to another user.

    2 votes

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  8. When sending the document via SMS the number should appear at least on the audit trail

    3 votes

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  9. Option to change the status of the expired document in bulk

    2 votes

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  10. Ability to create bulk send to be sent for later

    2 votes

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  11. add a recipient to the folder to sign the documents

    2 votes

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  12. The ability to hide/limit the contact list suggestion that shows up when a user adds recipients to documents (this avoids accidentally adding and sending to recipients with similar names/email addresses).

    2 votes

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  13. warning notification if the document is not yet viewed

    2 votes

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  14. When pulling in CLI using conditional smart content, cannot add conditional fields to the block. While ideally, would like to have conditional fields available in CLI, being able to add it to the content after pulling in via smart content would also be helpful.

    2 votes

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  15. link document to the Salesforce order

    2 votes

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  16. Additional International ID Verification options needed to scale PandaDoc globally. QES doesn't meet level of verification needed. KBA currently only US based. Expansion of ID and/or KBA verification options to non-US recipients.

    2 votes

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  17. Ability to empty trash folder by bulk

    2 votes

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  18. Once a document is signed, it would be useful to be able to send a copy of the signed document with certificate and any uploaded images to an "Admin" user for them to process.

    2 votes

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  19. We are only needing 1 template to be limited to in-person signing, wanting to block sending this document via email.

    2 votes

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  20. 2 votes

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