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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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627 results found

  1. Set expiration date when uploading the document

    18 votes

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  2. 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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  3. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    16 votes

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  4. 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.

    5 votes

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  5. i.e the ability to change where certain buttons are placed like the download/print button.

    3 votes

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  6. sent document - change document name without editing it

    7 votes

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  7. Option to have Waiting for others tab for all documents within workspace

    4 votes

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  8. Having that functionality inside the document would be great where you could move it from sent to view to complete to decline.

    5 votes

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

    7 votes

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  11. I don''t want to extend the date , I want to make it permanently available and delete the expiry function from that particular proposal completely

    2 votes

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  12. Export list containing document name, template used, and HubSpot object ID from a document

    2 votes

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  13. Ability to download documents as PTX and P12

    2 votes

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  14. You can forward completed documents, but the nonrecipients can not view the document.

    2 votes

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    • Will allow the user to be able to recall / revert the transfer of document ownership
    3 votes

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  15. Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.

    2 votes

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  16. The ability to send documents based on the chosen field of the signer

    2 votes

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  17. We'd like to be able to schedule a video session with a client via PandaDoc

    2 votes

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  18. Will allow the user to set a password on the downloaded completed document

    2 votes

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  19. Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.

    So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.

    4 votes

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