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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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733 results found

  1. 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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  2. Ability to pull the saved messages in bulk send feature

    2 votes

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  3. Have the option to auto-update the documents after updating the template used to create those documents

    8 votes

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    • Will allow the user to be able to recall / revert the transfer of document ownership
    4 votes

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  4. detect the documents of the deleted user in the document filter owner

    6 votes

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  5. popup window with the hyperlink inside of the document is opened

    1 vote

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  6. shared templates can be moved to the folders

    1 vote

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  7. Ability to filter documents by the signing order progress.

    1 vote

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  8. A new folder is created when a document is completed

    1 vote

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  9. Option to replace a signed document with a new one. This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.

    1 vote

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  10. Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.

    1 vote

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  11. The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    2 votes

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  12. Ability to bulk download signature certificates exclusively.

    3 votes

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  13. 2 votes

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  14. 1 vote

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  15. It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).

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    2 votes

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  16. Allow an attachment to be rotated

    2 votes

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  17. 1 vote

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  18. Will allow the user to set a password on the downloaded completed document

    3 votes

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  19. Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.

    6 votes

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