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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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736 results found

  1. 2 votes

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  2. Select and edit several documents at once.

    8 votes

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  3. Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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  4. mass check documents that are being sent out of bulk to know if any of them differ from the original template

    2 votes

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  5. 2 votes

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  6. 1 vote

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  7. 1 vote

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  8. When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)

    1 vote

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  9. Ability to see Activity Reporting for Embed option

    1 vote

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  10. Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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  11. 1 vote

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  12. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    2 votes

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  13. The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    2 votes

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  14. 2 votes

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  15. 4 votes

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  16. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  17. wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view

    5 votes

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  18. Separate column where tags are listed when viewing documents in the list view.

    1 vote

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  19. 2 votes

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  20. 2 votes

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