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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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802 results found

  1. For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.

    2 votes

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  2. I need to be able to download PDFs with the pictures, that my client has kindly uploaded, visible. Currently when I download a PDF all I see is links or names of the files instead of the actual photos.

    2 votes

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  3. More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    2 votes

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  4. expiration starts once the signer opened the document

    2 votes

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  5. 2 votes

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  6. export template title list per workspace

    2 votes

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  7. 2 votes

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  8. 2 votes

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

    2 votes

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  11. 2 votes

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  12. 2 votes

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  13. Client would like to be able to search two letters using the search function.

    2 votes

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  14. 2 votes

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  15. 2 votes

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  16. 2 votes

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  17. 2 votes

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  18. Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.

    2 votes

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  19. I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.

    I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…

    2 votes

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  20. 2 votes

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