Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    5 votes

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  2. 5 votes

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  3. PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    5 votes

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  4. support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    5 votes

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  5. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    5 votes

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  6. Document has been signed up to the degree that the author needed (e.g, movement, petitions, etc.) and needs a signature certificate generated.

    5 votes

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  7. Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    5 votes

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  8. At the moment when a document is copied to another workspace, the copy has the "Draft" status and loses its filled in fields (signatures, dates, text files, etc.) & analytics & link to CRM. The feature request is to implement an ability to transfer a document to another worspace without losing the document's filled in fields (signatures, dates, text files, etc.) & analytics & link to CRM

    5 votes

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  9. Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    5 votes

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  10. Option to sort the documents by completed date and time.

    5 votes

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  11. 5 votes

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  12. Ability to add a specific expiration date for several documents at the same time

    5 votes

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  13. have native CPQ functionality within PandaDoc

    5 votes

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  14. Search documents from the dashboard

    5 votes

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  15. Ability to send "Document Approved" notification to more than just the document creator.

    5 votes

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  16. The option to implement auto-reminders to all the templates and documents created before the option is enabled.

    5 votes

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  17. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    4 votes

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  18. Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

    4 votes

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  19. to be able to send the document even with unassigned fields.

    4 votes

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  20. An option to save custom variables / tokens to be used across templates.

    4 votes

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