Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. signature and document forwarding in forms

    1 vote

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  3. 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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  4. option to move the documents in the list

    2 votes

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  5. 3 votes

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  6. Automatically download the attachments when opening the fiels added to collect files field

    7 votes

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  7. Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    2 votes

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  8. 1 vote

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  9. 1 vote

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  10. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    2 votes

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  11. notification if the User/Sender can be notified if the recipient prints out the document?

    1 vote

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  12. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    4 votes

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  13. The date and time is UTC by default. Currently, if you reference the Global Date Variable in a template, it can default to a different day (in some cases) based on our timezone.

    1 vote

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  14. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    3 votes

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  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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  18. able to see approvers names when checking documents from the Documents list (dashboard)
    currently you can see only icons and the names when you click on the icon

    1 vote

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  19. add thank you message display after the form summation

    2 votes

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  20. Bulk change document owner ability

    2 votes

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