Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.

    2 votes

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  3. I would like the email notifications to be able to accept replies and post the comments back into the document

    2 votes

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  4. Improve the tag section to be able to make more notes on each document and maybe have the option to color code the tag / notes section.

    1 vote

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  5. So… I want to duplicate a recent proposal to make the next one (I know I can use a template, work with me here). So I sign in, I'm on the Dashboard, I see I have 1 document in "Viewed", I go to Viewed and there it is in the list. So I hit the "…" icon and… no "Duplicate". Actually just one item: "Delete".

    Then I remember that for some reason this same list has different functionality if I go through the Documents tab. But I don't want to go through all those clicks so I just open up…

    1 vote

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  6. It would be nice to have a separate column to see recently viewed documents.

    1 vote

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  7. It would be great to have a search function to make finding documents in the 'inbox' easier

    1 vote

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  8. It is only allowed to move one folder with docs to the another folder even though you tick a couple of folders

    1 vote

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  9. There are times when Declined or Expired are not the correct status when voiding a contract. There should be an option to accurately change the status to Cancelled, and all recipients should be notified when this happens.

    1 vote

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  10. transfer ownership of multiple documents/folder

    1 vote

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  11. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    1 vote

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  12. Once the document is created (in draft status from the template) you choose either to save it or not, so it will not appear every time as a new document on in the Documents list

    1 vote

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  13. 1 vote

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  14. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    13 votes

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  15. ability to see who from team members opened a document

    1 vote

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  16. 1 vote

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  17. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    1 vote

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  18. so again: Which invoice program takes the complete data from a completed document? Xero, quickbooks? if you can't get a proper invoice from the data of Pandadocs, then you can throw the software in the trash

    1 vote

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  19. when creating a document from a template make the date change to the current date and not the date the template was created.

    1 vote

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  20. Used to use Proposify (used to have reject/accept button) if no eSign field attached - they really liked this

    1 vote

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