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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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480 results found

  1. A confirmation email when a doc is signed based on the template the doc was generated from or based on the folder the doc lives in

    2 votes

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  2. The ability to delete and restore a folder of documents. Currently, a user will have to empty the folder to delete it. Documents can be restored but not document folders.

    2 votes

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  3. 2 votes

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  4. A document status or indicator on the document when part of the installment has been paid.

    2 votes

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  5. Download the body of the document email message

    2 votes

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  6. When rejecting changes in the redlining feature, users should have the option to add a comment explaining the reason for the rejection. These comments should be saved and easily accessible for future reference.

    2 votes

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  7. Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.

    9 votes

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    2 comments  ·  Other  ·  Admin →
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  8. The customer would like the "Expiring Soon" tab to include documents that will expire within more than 2 weeks, not just 1 week.

    3 votes

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  9. PandaDoc as a Learning Management System

    2 votes

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  10. 3 votes

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  11. 2 votes

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  12. Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format

    3 votes

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  13. Option to hyperlink attachments within documents, allowing for quick navigation between different sections.

    2 votes

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  14. 2 votes

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  15. Add a filter waiting for others section so they keywords and recipient's email/name can be used

    2 votes

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  16. Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.

    2 votes

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  17. 2 votes

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  18. Ability to add nicknames or notes in contact feature

    2 votes

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  19. 2 votes

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  20. After Downloading the Document as PDF, There's still fields that recipients can input details.

    15 votes

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