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.

    66 votes

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  2. 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?

    28 votes

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  3. 146 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.

    317 votes

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

    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.

    11 votes

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  7. 4 votes

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

    93 votes

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  9. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  10. 24 votes

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  11. 4 votes

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  12. Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    7 votes

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  13. An optional preview of the page content down the side of a presentation.

    3 votes

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  14. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    5 votes

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  15. Currently, transferring ownership of documents held within folders produces a new folder.

    If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".

    3 votes

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

    3 votes

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  17. Should be more system variables
    - variable for the date when the document was signed/sent
    - variable for the date when the document was saved last time (use-case that would be useful because currenty I am using Document Created Date and sometimes it takes me weeks to create a proposal. Then I send it to the client and it has a weeks old date. I would rather display the date I saved the doc)

    2 votes

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  18. Ability multiselect for blocks and fields with bulk actions

    147 votes

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

    64 votes

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  20. 5 votes

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