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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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823 results found

  1. "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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  2. 9 votes

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  3. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    8 votes

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  4. Change document status to "In Process" after one of multiple recipients has signed.

    8 votes

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  5. There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.

    Manually adding multiple initials to documents that are 30-50 pages is very time consuming.

    Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?

    8 votes

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  6. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.

    8 votes

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  7. 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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  8. be able to download a report of recipients who haven’t signed or signed the documents

    8 votes

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  9. Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.

    8 votes

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

    8 votes

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  11. For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?

    8 votes

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

    8 votes

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

    8 votes

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  15. 8 votes

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  16. 8 votes

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  17. Select and edit several documents at once.

    8 votes

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  18. The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients.  In your app, I chose my email address as a "CC".  In any email system, there is a "To" field and a "CC" field.  What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.

    7 votes

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  19. We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

    7 votes

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  20. Ability to add signers to a completed document (countersign a completed document)

    7 votes

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