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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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426 results found

  1. track edits feature in the document like in MS word or google docs

    9 votes

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

    9 votes

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  3. "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    9 votes

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  4. 9 votes

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  5. Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    8 votes

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  6. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    8 votes

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

    8 votes

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  8. 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)

    8 votes

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  9. can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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  10. An easier way to bulk send a doc (without having to prepare a CSV file)

    8 votes

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

    8 votes

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  13. Select and edit several documents at once.

    8 votes

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  14. 7 votes

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  15. Ability to change the file location inside the document without leaving the document.
    Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

    7 votes

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  16. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    7 votes

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  17. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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  18. Generate the ability to create a signature stamp.

    e.g.

    Signature Title: Accounting
    Includes:
    Brenda (signature and date)
    Amanda (signature and date)

    7 votes

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  19. 7 votes

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  20. 7 votes

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