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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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733 results found

  1. The ability to split documents into different folders.

    i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder

    2 votes

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  2. bulk download for content library item

    1 vote

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  3. the audit log of the signatures

    1 vote

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  4. Option disable the "Send" button on documents created from certain templates. The flow is the following:
    When a representative creates a document from a template and the approval flow is disabled, they should not be able to send the document immediately. Instead, the document can only be sent via an API call after it has been approved by the external approval flow.

    1 vote

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  5. 2 votes

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  6. 1 vote

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  7. Option to have Waiting for others tab for all documents within workspace

    4 votes

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  8. link the invoice document created from PandaDoc to a Quote that we have submitted by PandaDoc

    1 vote

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  9. Feature to edit just the title of a document after its been completed.

    2 votes

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  10. We need to implement phone number validation (i.e. US only) when sending documents with recipient verification

    1 vote

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  11. Set notification for senders when a document has not been signed after X number of days.

    2 votes

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  12. 1 vote

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  13. What signers completed the doc that is not completed by all yet

    1 vote

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  14. download a completed PDF with the emoji

    1 vote

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  15. custom email when the PDF of the completed document

    1 vote

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  16. The ability to send documents based on the chosen field of the signer

    3 votes

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  17. the Signature string Word feature to convert this signature into a PandaDoc document

    1 vote

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  18. The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields

    1 vote

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  19. Option to have a folder you can see all files uploaded to a document

    1 vote

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  20. Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.

    8 votes

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