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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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792 results found

  1. Ability to send password-protected documents in bulk

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Add multiple recipients to one doc at the same time

    From some CSV, for example.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    4 votes

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  4. Filter documents by products added from catalog

    3 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Bulk download on Inbox page

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Upload docs to PandaDoc with the Print feature

    1 vote

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  7. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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  8. Increase the document sequence by more than 1

    1 vote

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  9. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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  10. [Bulk action] Ability to change sequence of multiple templates at once

    2 votes

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  11. Catalog - Ability to update custom columns with a CSV

    2 votes

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  12. Lister: The "Sent by someone" filter in the Documents tab

    1 vote

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