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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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706 results found

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

    8 votes

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  2. Select and edit several documents at once.

    8 votes

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

    7 votes

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  5. 7 votes

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  6. 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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  7. 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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  8. 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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  9. 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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  10. 7 votes

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  11. 7 votes

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  12. The option to send the documents from two or more email addresses with one user profile.

    6 votes

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  13. 6 votes

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  14. 6 votes

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  15. List folders in alphabetical order

    6 votes

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  16. Being able to restore expired documents without losing changes and comments that were made to the document.

    6 votes

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  17. Ability to search for documents and templates by ID.

    6 votes

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  18. 6 votes

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  19. 6 votes

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  20. 6 votes

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