Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to customize the columns shown in doc/temp/catalog list view

    9 votes

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  2. After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    9 votes

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  3. Preview a template when you are in the "Templates" tab

    9 votes

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  4. Include a "Failed Delivery" status if document is sent, but then fails.

    9 votes

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  5. 9 votes

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  6. Save and Doesn't save buttons for templates and documents.

    9 votes

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  7. Should be possible to send a doc and take a ZERO payment

    8 votes

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  8. Currently, transferring ownership of documents held within folders produces a new folder.

    If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".

    8 votes

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  9. Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    8 votes

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  10. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    8 votes

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  11. Be able to add SMS verification to docs created via API.

    7 votes

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  12. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    7 votes

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  13. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    7 votes

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  14. Ability to allow users to attach files even when the document has been sent.

    7 votes

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  15. ability to access uploaded file by the signer in a completed document

    7 votes

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  16. a storage for completed documents without making it as a draft

    7 votes

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  17. For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)

    7 votes

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  18. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    7 votes

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  19. Allow Search cross workspaces for documents

    7 votes

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  20. 7 votes

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