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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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723 results found

  1. The ability to export documents as CSV file not a zip file and the PDF version.

    11 votes

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  2. Access public documents by filling out the email address (not a form).

    1 vote

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  3. Filter Inbox by documents that need action (unviewed documents, yellow background)

    3 votes

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  4. Delete documents from inbox without deleting the document from the account

    4 votes

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  5. Ability to choose which recipients on the document receive the signature certificate.

    4 votes

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  6. Ability to create new statuses/rename existing ones.

    1 vote

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  7. Feature to edit just the title of a document after its been completed.

    1 vote

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  8. Ability to add a custom field column in a Report (such as fields used with integrations)

    2 votes

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  9. Option to use document forwarding when the recipient verification is enabled

    1 vote

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  10. Set notification for senders when a document has not been signed after X number of days.

    2 votes

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  11. Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.

    3 votes

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  12. For a report to be available in the dashboard showing below
    1. Failed Sent Documents by Workspace and User
    2. Summary of failed documents on a daily, weekly, and monthly basis
    3. Show senders error messages of why the documents Failed

    This will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document

    2 votes

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  13. option for the signer to sign first and then view the document

    2 votes

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  14. A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.

    1 vote

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  15. Option to check if recipient made a screenshot of the document

    1 vote

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  16. Option to set a rule where the second signer is only required if their presence is indicated

    1 vote

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  17. Option to disable removing recipients in CC, always keep recipient in CC

    3 votes

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  18. Ability to pull the saved messages in bulk send feature

    2 votes

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  19. Customer would like to have an option to share folder containing document to a specific user only

    3 votes

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  20. THe functionality to transfer signers of a form/document to another web page after document completion.

    2 votes

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