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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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715 results found

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

    6 votes

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  2. Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.

    6 votes

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  3. it would be nice to be able to hold shift and select multiple documents at once

    2 votes

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  4. 2 votes

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  5. Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"

    2 votes

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  6. Would like the ability to lockdown end users from being able to clone completed documents. (Improve best practices)

    1 vote

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  7. 3 votes

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  8. For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.

    2 votes

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  9. 1 vote

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  10. 1 vote

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  11. 6 votes

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  12. Create and track tasks for specific documents in-app

    3 votes

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  13. 6 votes

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  14. when bulk downloading documents save them as PDF, not in ZIP file

    6 votes

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  15. A feature to add users who may need to download a completed document that aren't in the signing or sender parties.

    1 vote

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  16. We need to customize the completed document when downloaded it can be with or without footer

    1 vote

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  17. An optional preview of the page content down the side of a presentation.

    3 votes

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  18. Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
    I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.

    1 vote

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  19. Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    1 vote

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  20. I need to be able to download PDFs with the pictures, that my client has kindly uploaded, visible. Currently when I download a PDF all I see is links or names of the files instead of the actual photos.

    2 votes

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