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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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902 results found

  1. Ability to hide certain pages from specific recipients when the completed file is downloaded.

    2 votes

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  2. Revert Document Generation Link Like the Old Editor with lesser steps. The new editor let you generate link only on the page 4 of workflow.

    2 votes

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  3. We want to keep the archived documents forever

    2 votes

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  4. Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.

    4 votes

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  5. Ability to remove a CC recipient from an Expired document

    2 votes

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  6. Please add an option to prevent users from turning off identity verification on documents. Once enabled, users should not have the ability to disable it.

    2 votes

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  7. SSO SCIM 2.0

    35 votes

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  8. The customer needs to track the changes made to the document content using redlining / suggest edits feature

    6 votes

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  9. Printable version of the document audit trail beyond the current CSV export, which contains excessive data and is not user-friendly for legal purposes.

    2 votes

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  10. When a document is fully signed/completed, automatically apply a visible mark or stamp on every page (e.g., "Signed" or "Completed"). This gives viewers, recipients a clear, at-a-glance confirmation that the entire document is executed, regardless of which page they're viewing.

    2 votes

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  11. At this point, when you creating a document via bundling a few templates (that have signing order enabled), signing order is getting erased. The client would like to preserve it.

    2 votes

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  12. Can PandaDoc display a clear, column-based view showing:
    Current document stage (Draft, With Rep, With Approver/Manager, With Client, Finalized)?
    Who the document is currently waiting on?
    Can this information be visible without hover actions?

    2 votes

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  13. 2 votes

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  14. Make the SMS Verification a required field for senders before sending a document. This way, the sender won't forget that they have to enable it.

    4 votes

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  15. Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.

    1 vote

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  16. Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.

    1 vote

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  17. Add the option to password protect documents sent via bulk import

    1 vote

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  18. Add the option to password protect documents sent via bulk import.

    1 vote

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  19. Recently, the time period for the home screen was changed to one week. Would like the ability to extend that time to multiple months.

    2 votes

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  20. Redirect to work with the downloaded file

    4 votes

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