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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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812 results found

  1. A new folder is created when a document is completed

    1 vote

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  2. Option in the Pandadoc to null the signed letter: replace a signed document with a new one. The existing signed documents should be in the bottom with X line.
    This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.

    1 vote

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  3. Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.

    1 vote

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  4. 1 vote

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  5. Option to edit document link thumbnail when the document link is shared with a recipient

    1 vote

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  6. 1 vote

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

    1 vote

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

    1 vote

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

    1 vote

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

    1 vote

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  12. Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.

    1 vote

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  13. When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

    1 vote

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  14. 1 vote

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  15. The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.

    1 vote

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  16. hide the option to Create a trial account when the document is completed

    1 vote

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  17. a version history could be displayed on the main title page for the template/content library etc. So we can see at a quick glance when something was last updated.

    1 vote

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  18. When receiving a large number of docs at the end of the month, it becomes overwhelming to manage them and it becomes difficult to mark off where the docs are at in the process. Feature would be an area to add an annotation to keep track.

    1 vote

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  19. Ability to select the folder the uploaded documents are put into.

    1 vote

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  20. Include "expiration date"/"renewal date" into the report.

    1 vote

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