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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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

    14 votes

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  4. 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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  5. 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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  6. Set expiration date when uploading the document

    18 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. 2 votes

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  11. 2 votes

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    • add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
    2 votes

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  12. search document by its content

    2 votes

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  13. We have a problem with one signer, who is always not signing contracts on time, and want to see some list of contracts that are waiting for a signature from that person

    2 votes

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

    3 votes

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  15. Reporting shows signed date(s)

    2 votes

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

    2 votes

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

    6 votes

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  18. Ability to fax PandaDoc

    37 votes

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    Idea  ·  Lindsey Schocke responded

    While we don't have a way to directly fax a PandaDoc, we now offer PandaDoc Online Fax! You can send 20 pages from your computer for free. Currently, you can digitally fax documents from anywhere in the world, and receive digital faxes in the US and Canada.

    https://www.pandadoc.com/online-fax/

  19. The ability to create a custom Report using Fillable Field and/or Variable information.

    8 votes

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