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.

    64 votes

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

    18 votes

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  3. 126 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.

    257 votes

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  5. 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?

    20 votes

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

    7 votes

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

    81 votes

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  8. 20 votes

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  9. 5 votes

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  10. Ability multiselect for blocks and fields with bulk actions

    138 votes

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  11. Ability to allow users to attach files even when the document has been sent.

    5 votes

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  12. The option to edit the Completed document with saving the signature.

    59 votes

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  13. Have an option where once document is completed, it is locked and cannot be opened.

    2 votes

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  14. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    7 votes

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  15. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    37 votes

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  16. Option to edit uploaded PDF, convert to editable document/template

    60 votes

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  17. 2 votes

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  18. Yup. In that image, those are "sections", which are really just like, a folder of a couple pages in the document (about Proposify https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/b38ebd1fe221904d2521703006b03e723f6c1519.png). BUT, as a SMALL step, I think having a page name show instead of "CONTENT" would be better.

    2 votes

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  19. ability to rename a document when when on viewing mode (opened document)

    2 votes

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  20. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    40 votes

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