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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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276 results found

  1. categorize the documents in the completed category so that they are organized based on document type or degree of processing

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Export metadata of a document (signer, date, name, variables from the document, etc)

    2 votes

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  3. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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  4. We are a new customer to PandaDoc. I don't think our County will ever use the pricing table part of this product. We are using this to collect signatures on documents only with no money tied to them. It would be very beneficial if we could flip to a view that didn't have the dollar amounts all over since all of ours are $0.

    1 vote

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  5. Disable option to create a new account under specific domain

    1 vote

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  6. Will allow the user to Add the IP address or auto opulatye it using variables

    1 vote

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  7. Be able to pull a report on users and their licenses

    3 votes

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  8. Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.

    1 vote

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  9. As an example: Consider a group email with two emails in it. abc@gmail.com and def@gmail.com and the group is named as gp@gmail.com

    If gp@gmail.com and abc@gmail.com both - the email abc@gmail.com will receive two emails. Please create a way to identify the two emails within the group to stop multiple notifications from going out.

    1 vote

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  10. 1 vote

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  11. Ability to set the display recipient's email address and not their names in the list view.

    5 votes

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    2 comments  ·  Other  ·  Admin →
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  12. 1 vote

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  13. When some, but not all, of the recipients have signed a document. It would be great to be able to close the document (no more signatures allowed), and download the document with the signatures thus far AND have a certificate for those that have signed. This would enable a document to be completed without having all of the required fields completed, allowing for alternative methods or dates for signatures, or even electing a new recipient to replace the ones that didn't sign the first time. This ensures those that have signed will not have to sign the document again, saving…

    28 votes

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    2 comments  ·  Other  ·  Admin →
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  14. Option to switch off "User joined workspace" notification for Admin users

    8 votes

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  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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  18. Have the ability to convert documents to the new editor without changing their status.

    1 vote

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  19. 13 votes

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    9 comments  ·  Other  ·  Admin →
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  20. 1 vote

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