Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 20 votes

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  2. When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.

    5 votes

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  3. extend the expiration time of a document once it has become expired

    101 votes

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  4. A panel where customers can see which documents were deleted, and by whom and when.

    6 votes

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  5. Now we can rename a sent document from the Documents section only, however, as we open a document, the previous document name stays on the top left of the cover page

    3 votes

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  6. Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    10 votes

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  7. Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    4 votes

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  8. Would like the capability for a bundle to be sent upon a signed NDA.
    Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.

    4 votes

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  9. send doc bundles to different recipients:
    Ability to send the first document to one signer/signers and then second one to others, etc
    So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on

    3 votes

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  10. Should be possible to send a doc and take a ZERO payment

    8 votes

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  11. Specify how the payment is made (ACH, Card)

    2 votes

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  12. 2 votes

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  13. 2 votes

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  14. Bulk download does not keep the document name. but keeps the template name instead.

    3 votes

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  15. Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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  16. 2 votes

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  17. I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?

    3 votes

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  18. 2 votes

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  19. Import contacts from documents directly from PandaDoc without Zapier and Google integrations.

    https://pandadoc.zendesk.com/agent/tickets/376613

    1 vote

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  20. 1 vote

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