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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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727 results found

  1. Will allow the user to view if the recipient access or click the link that is included on the document

    1 vote

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  2. We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

    7 votes

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  3. Will allow the user to set a password on the downloaded completed document

    3 votes

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    • Will allow the user to export the email of the recipients using the Reporting feature
    1 vote

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  4. Show a document status on the downloaded PDF

    2 votes

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  5. Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.

    It would be good if folders with the key word in titile were showing in the search results as well.

    2 votes

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  6. 2 votes

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  7. 1 vote

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  8. Collect Data/Report of Version History log

    1 vote

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  9. It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office

    3 votes

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  10. System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.

    3 votes

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  11. Search for a contract using Pandadoc contract ID data

    1 vote

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  12. Invalidate a completed document after a set amount of time

    2 votes

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  13. Upload a signed PDF and PandaDoc will automatically sync it to the sent document.

    2 votes

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  14. Ability to modify/ edit signers after they have signed/ finalized their part

    1 vote

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  15. Ability to add signers to a Completed document

    3 votes

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  16. Ability to generate a report on the number of documents edited after being sent.

    1 vote

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  17. The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.

    For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.

    3 votes

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  18. To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.

    2 votes

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  19. Sender receives an email containing the collected files (from the collect filed field) once a recipient has completed their document

    2 votes

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