Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. I want to be able to add a naming template to documents created with PipeDrive integration - right now it just imports the file name from PipeDrive and I want my documents to have a specific name.

    For instance, right now PandaDocs auto-names files like this:
    Camp 1 Agreement First Last

    But I want it to look like this:
    Last, First-Retainer-Camp1-ABC

    I asked help chat, but there's no way to do this right now.

    2 votes

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  2. Automatically send the document once it is approved.

    13 votes

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  3. add photo in the signature certificate

    3 votes

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  4. 1 vote

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  5. Should be ability to reduce docs size, as now while exporting pdfs you see quite large file sizes e.g 5mb. (for 2 pages doc)

    1 vote

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  6. A place where all workspace dashboards are available to view collaboratively

    1 vote

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  7. An option to resize the PDF version of a document before downloading.

    3 votes

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  8. At the moment Fields' values are lost when a document is downloaded as .docx

    2 votes

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  9. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    2 votes

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  10. Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.

    1 vote

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  11. Ability to filter documents that are partially completed but not yet finalized by recipients

    1 vote

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  12. It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.

    2 votes

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  13. Add order in which the recipient would be able to act on fields.

    8 votes

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  14. Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)

    3 votes

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  15. To have the option to sort documents made from templates or uploaded

    2 votes

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  16. every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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  17. Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.

    1 vote

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  18. Account has recipients that do not have an email address

    1 vote

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  19. Receive notification when document has been signed but not finalized so that users can contact recipients

    1 vote

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  20. transfer ownership of a completed document to a 3rd party

    1 vote

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