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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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736 results found

  1. 10 votes

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  2. Option to generate a signature certificate for the documents completed manually

    10 votes

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  3. Ability to download images used in PandaDoc documents

    10 votes

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  4. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  5. option to manually change document status - viewed to paid

    9 votes

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  6. Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes

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

    9 votes

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

    9 votes

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  9. "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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  10. 9 votes

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  11. The ability to create a custom Report using Fillable Field and/or Variable information.

    8 votes

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  12. Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.

    8 votes

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  13. Have the option to auto-update the documents after updating the template used to create those documents

    8 votes

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

    8 votes

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

    8 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)

    8 votes

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

    8 votes

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

    8 votes

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  20. 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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