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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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695 results found

  1. 1 vote

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  2. 1 vote

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  3. 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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  4. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  5. bulk download for content library item

    1 vote

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  6. Ability to send documents from different emails on one account

    i.e:

    document 1 will send by email 1, and document 2 will send by email 2

    2 votes

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  7. My client wants to download the analytics of one specific completed document. They want this to be the basis for their docs transaction for every client that they have on their end.
    This is for their legal case that they are being prompted to provide the original data analytics.

    1 vote

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  8. 2 votes

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  9. add thumbnail when the document is shared via a link

    1 vote

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  10. 1 vote

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  11. The ability to export documents as CSV file not a zip file and the PDF version.

    11 votes

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  12. Access public documents by filling out the email address (not a form).

    1 vote

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  13. Filter Inbox by documents that need action (unviewed documents, yellow background)

    3 votes

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  14. Delete documents from inbox without deleting the document from the account

    4 votes

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  15. Ability to choose which recipients on the document receive the signature certificate.

    4 votes

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  16. Ability to create new statuses/rename existing ones.

    1 vote

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

    1 vote

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  18. Ability to add a custom field column in a Report (such as fields used with integrations)

    2 votes

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  19. Option to use document forwarding when the recipient verification is enabled

    1 vote

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

    2 votes

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