Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Be able to add SMS verification to docs created via API.

    7 votes

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  2. 5 votes

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  3. Filter documents in Inbox by status

    2 votes

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  4. Be able to add SMS verification to bundled documents.

    3 votes

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  5. 2 votes

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  6. 21 votes

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  7. Can I add an attachment to that message while in the PandaDocs environment?

    (email body before sending document via email)

    2 votes

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  8. version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    3 votes

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  9. When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status

    3 votes

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  10. Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    14 votes

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  11. When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.

    5 votes

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  12. extend the expiration time of a document once it has become expired

    112 votes

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  13. Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    2 votes

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  14. 2 votes

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  15. to set up the UTM parameter in PandaDoc and get it visualized through our analytics.

    https://pandadoc.zendesk.com/agent/tickets/389879

    1 vote

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  16. A panel where customers can see which documents were deleted, and by whom and when.

    6 votes

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  17. Specify how the payment is made (ACH, Card)

    3 votes

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  18. Now we can rename a sent document from the Documents section only, however, as we open a document, the previous document name stays on the top left of the cover page

    3 votes

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  19. Would like the capability for a bundle to be sent upon a signed NDA.
    Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.

    5 votes

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  20. 3 votes

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