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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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737 results found

  1. the Signature string Word feature to convert this signature into a PandaDoc document

    1 vote

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  2. The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields

    1 vote

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  3. The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

    2 votes

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  4. Option to have a folder you can see all files uploaded to a document

    1 vote

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  5. Ability to move documents to another contact in PandaDoc Contacts

    2 votes

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  6. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    13 votes

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  7. popup window with the hyperlink inside of the document is opened

    1 vote

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  8. shared templates can be moved to the folders

    1 vote

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  9. Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    3 votes

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  10. Client do not want to be able to send their documents to anyone at a domain ***.net since they are fraudulent

    2 votes

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  11. Is there anyway to automate an upload of a signed contract PDF automatically into the Monday CRM?

    That would save us so much time of data backup!!

    2 votes

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  12. The ability to move/arrange the folder placement within PandaDoc.

    2 votes

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  13. Change document status to "In Process" after one of multiple recipients has signed.

    4 votes

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  14. Ability to filter documents by the signing order progress.

    1 vote

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  15. A new folder is created when a document is completed

    1 vote

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  16. Option to replace a signed document with a new one. This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.

    1 vote

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  17. Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.

    1 vote

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  18. 1 vote

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  19. Option to update or edit a template/document and dynamically mass update bundled templates/documents

    5 votes

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  20. 1 vote

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