Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    2 votes

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  3. 1 vote

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  4. Email to be sent after document is paid

    1 vote

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  5. 1 vote

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  6. 2 votes

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  7. Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive

    1 vote

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  8. At the moment when an image is uploaded via the collect files field and then the image is clicked from inside of the document, the image is just opened in new tab and it is hard for a user to find a way to download it (they have to use the browser's option, right-click on the image and select "Save image as"). The feature request is to add the download button in the file preview to make the process easier and more clear

    1 vote

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  9. For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)

    2 votes

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  10. Generate the ability to create a signature stamp.

    e.g.

    Signature Title: Accounting
    Includes:
    Brenda (signature and date)
    Amanda (signature and date)

    1 vote

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  11. Hi, I'd like to create a receipt that has to be signed before downloading an attachment. This way, the recipient wouldn't be able to see this attachments unless he completes the receipt.

    1 vote

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  12. Ability to undo the action when you move the document or template

    1 vote

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  13. Recover Deleted Catalogue

    2 votes

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  14. 1 vote

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  15. ability to print forms

    2 votes

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  16. export template title list per workspace

    1 vote

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  17. Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.

    1 vote

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  18. signature and document forwarding in forms

    1 vote

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  19. Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.

    1 vote

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  20. option to move the documents in the list

    2 votes

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