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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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737 results found

  1. The ability for users with multiple PandaDoc accounts to copy their templates and documents across accounts.

    12 votes

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  2. The option to send the documents from two or more email addresses with one user profile.

    7 votes

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  3. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    11 votes

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  4. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  5. Set expiration date when uploading the document

    18 votes

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  6. The ability to export documents as CSV file not a zip file and the PDF version.

    11 votes

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  7. Folders appear on the Home page

    3 votes

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  8. View which documents had ownership transferred - view who the new owner is

    3 votes

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  9. Bulk send already created draft documents

    5 votes

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  10. Have the ability to add in SMS verification to bulk send

    3 votes

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  11. Group manually completed documents in one folder or create a tag for them by default

    2 votes

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  12. Option to disable removing recipients in CC, always keep recipient in CC

    6 votes

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  13. filter document download by regular documents, documents from bulk send and documents from forms

    2 votes

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  14. Ability to fax PandaDoc

    36 votes

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  15. The option for a CC recipient to see the status of the document.

    2 votes

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  16. add new role in the document

    2 votes

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  17. When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.

    3 votes

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  18. Change document status to "In Process" after one of multiple recipients has signed.

    4 votes

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  19. Enhanced Tagging System

    Overview:

    Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

    Key Features:

    Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

    Template-to-Document Tag Transfer: Tags…

    2 votes

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  20. Sender receives the completed PDF but the other recipients do not

    2 votes

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