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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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738 results found

  1. Option to send more than one SMS reminder during the 24-hour period

    1 vote

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  2. the audit log of the signatures

    1 vote

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  3. Option disable the "Send" button on documents created from certain templates. The flow is the following:
    When a representative creates a document from a template and the approval flow is disabled, they should not be able to send the document immediately. Instead, the document can only be sent via an API call after it has been approved by the external approval flow.

    1 vote

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  4. The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.

    2 votes

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  5. The ability for users with multiple PandaDoc accounts to copy their templates and documents across accounts.

    12 votes

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  6. Manually change the document status from completed to approved

    2 votes

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  7. When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.

    3 votes

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  8. 1 vote

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  9. link the invoice document created from PandaDoc to a Quote that we have submitted by PandaDoc

    1 vote

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  10. 2 votes

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  11. We need to implement phone number validation (i.e. US only) when sending documents with recipient verification

    1 vote

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  12. Ability to set up automatic documents deletion.

    2 votes

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  13. if a document was signed by the client outside PD and manually uploaded, it does not download that copy. Is there a setting in the download screen that we can trigger to include the signed copies under audit trail?

    2 votes

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  14. 1 vote

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  15. What signers completed the doc that is not completed by all yet

    1 vote

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  16. Bulk send already created draft documents

    5 votes

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  17. Require recipients to complete document attachments

    2 votes

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  18. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    3 votes

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  19. download a completed PDF with the emoji

    1 vote

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  20. Document addendum:
    When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.

    1 vote

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