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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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767 results found

  1. 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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  2. Folders appear on the Home page

    4 votes

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  3. Similar to the tracking available for views/clicks once a document has been sent, the leadership at my company would like to be able to track how long our users are spending creating / editing a document, in order to track improvements in efficiency. The report about time from created to sent includes all time spent waiting for information or outside of work, we would like to see only the time spent in a document!

    1 vote

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

    5 votes

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

    2 votes

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  7. Ability to send documents using 3rd party email instead of Pandadoc email

    2 votes

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

    2 votes

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

    10 votes

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

    2 votes

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  11. 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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  12. Bulk send already created draft documents

    6 votes

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  13. 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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  14. Bulk Delete Documents in "Waiting for Others" tab

    2 votes

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  15. Ensure that a document cannot be signed if it lacks specific phrases or statements. Use case:
    Contracts are sent out for signatures, with the client signing first and the CEO signing afterward, finalizing the document. It is necessary to ensure that the document cannot be signed by the client if it lacks specific required phrases or statements.

    2 votes

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  16. At the moment the CSVs generated in the tabs from Reporting -> Data Analytics section ("Leaderboards" and custom reports) are build based on the events. For example, if in the dropdown in the top left corner is configured for "Completed" document only, the CSV will contain the documents that were EVER completed (such documents may have been manually transferred to "Declined" status later). Such a method was chosen because of the technical limitation (reporting service doesn't contain the data about document status). The feature request is to build reports based on the actual status of the document, but not on…

    2 votes

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  17. Option to resend a completed document to one of the signers for re-signing (without editing the document)

    3 votes

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  18. Ability to add a custom field column in a Report (such as fields used with integrations)

    6 votes

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  19. Option to add VOID across a document that has already been sent and signed by all parties (and then resend)

    5 votes

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  20. Change document status to "In Process" after one of multiple recipients has signed.

    6 votes

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