Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    66 votes

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  2. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    29 votes

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  3. 156 votes

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  4. Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.

    332 votes

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  5. Automatically download the attachments when opening the fiels added to collect files field

    21 votes

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  6. Should be possible to add conditional statements into a template? For example, if a variable equals something, include a certain line of text.

    4 votes

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  7. Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    12 votes

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  8. What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
    How cool would it be if there would be a central page in settings called "Variables" where
    You can create variables with set content.
    reuse these variables across all your docs.
    A variable could also be an image or a piece of content library content

    It is a simple yet efficient idea that would make our lives a lot easier.

    3 votes

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  9. Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    10 votes

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  10. 4 votes

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  11. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    98 votes

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  12. 29 votes

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  13. A menu where you can change the status in the document, instead of going to the document view.

    3 votes

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  14. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  15. 2 votes

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  16. Should be more system variables
    - variable for the date when the document was signed/sent
    - variable for the date when the document was saved last time (use-case that would be useful because currenty I am using Document Created Date and sometimes it takes me weeks to create a proposal. Then I send it to the client and it has a weeks old date. I would rather display the date I saved the doc)

    3 votes

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  17. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    2 votes

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  18. Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields

    2 votes

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  19. Make an Attachment that will have the recipients open and acknowledge.

    2 votes

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  20. is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?

    2 votes

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