Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  2. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  3. I want to be able to add a naming template to documents created with PipeDrive integration - right now it just imports the file name from PipeDrive and I want my documents to have a specific name.

    For instance, right now PandaDocs auto-names files like this:
    Camp 1 Agreement First Last

    But I want it to look like this:
    Last, First-Retainer-Camp1-ABC

    I asked help chat, but there's no way to do this right now.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  4. I would like to see an "Errors" tile added to the Dashboard to track documents that have delivery failures (i.e. invalid email addresses). This would provide a quick way for staff to see there was an issue and to resubmit documents after the email addresses are corrected.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  5. Allow to set up automatic printing of the document in the web app

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  6. Our users upload PDFs to PandaDoc for signing and then copy them from PandaDoc to our servers for our records. I wwould like to make a feature request to have files scanned for viruses prior to uploading. Thank you.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  7. At the moment Fields' values are lost when a document is downloaded as .docx

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  8. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  9. need to separate out each document into it's own pdf.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  10. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  11. ability to see the name of the template/document you are going to delete in the pop-up window

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  12. It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  13. To have the option to sort documents made from templates or uploaded

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  14. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  15. DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  16. filter Activity Data by Template Type

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  17. Native automation to move document

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  18. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  19. A feature to track the users who have downloaded the files in the workspace

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  20. Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  • Don't see your idea?