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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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825 results found

  1. Option to hide a content on what it shows on the downloaded PDF

    2 votes

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  2. When we have a signed agreement, that agreement can be linked to another agreement.

    3 votes

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  3. To have the option to set a time for notification since we do not want to receive notification during weekends

    2 votes

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  4. a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".

    2 votes

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  5. is there a way to have headers on only certian pages

    2 votes

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  6. Ability to filter document view to exclude documents that have already been moved into folders, so they can focus only on unorganized or standalone documents.

    2 votes

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  7. To have the option to remove the send vai link when sending a document

    2 votes

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  8. Option to copy multiple text bloxk at the same time

    2 votes

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  9. Ability to export all documents associated with a specific template and include the actual data completed by recipients as part of the document. I need it for reporting purposes.

    2 votes

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  10. Have an option to restrict other recipients from accessing others' document links to prevent them from signing a different document.

    2 votes

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  11. Have the ability to search for documents or filter based on their renewal dates.

    3 votes

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  12. desired cost per seat and then the app would calculate the necessary discount

    2 votes

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  13. To have the option to hide text fields for a specific role set up on the document.

    2 votes

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  14. When trying to create a document, an option to have an email template so that we do not have to enter the email manually

    2 votes

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  15. Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".

    3 votes

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  16. duplicating the same product multiple times with different column values directly through rules.

    2 votes

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  17. Restrict who can approve requests to access documents as a collaborator.

    Currently, we’ve identified that any user (even users on Member role who created the document) who shares a link can approve an access request when a third party tries to open that link without having the proper permissions. This poses a risk to our internal controls.

    We kindly request that only administrators be allowed to approve access requests to documents shared via links.

    2 votes

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  18. SSO SCIM 2.0

    5 votes

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  19. if consent form status is changed manually to completed then do not allow use to change it until evidence file is uploaded.

    2 votes

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  20. send a follow up email that the document was paid

    2 votes

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