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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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801 results found

  1. The text on the dropdown option should automatically aligned with the text format

    3 votes

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  2. When we have a signed agreement, that agreement can be linked to another agreement.

    2 votes

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  3. We'd like to export CPQs, tables as a CSV file

    4 votes

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  4. SSO SCIM 2.0

    4 votes

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  5. When a document is on set status, the option to add a recipient on the sent documents should be disabled

    2 votes

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  6. Ability to filter Zapier generated documents

    2 votes

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  7. Have the ability to be more flexible when searching for documents.

    For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.

    2 votes

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  8. Revert to the old table of contents where we could remove some pages (minus sign) in the TOC. We also need the refresh button back.

    3 votes

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  9. Ability to intelligently route responses to a specific inbox when using whiteladeling

    2 votes

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  10. 2 votes

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  11. For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.

    2 votes

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  12. When making a change to either template or document, the creation date should change based on the latest changes

    2 votes

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  13. 2 votes

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  14. Add fields related to recipients' data to webhooks, e.g.:
    1. "signature_date" - currently present in Document details endpoint, but not in Webhooks
    2. Delivery date
    3. Declined date

    2 votes

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  15. Option to bulk download documents directly instead of receiving a link to an email

    2 votes

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  16. restrict send documents on someone's behalf

    2 votes

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  17. To be able to approve multiple documents at once.

    2 votes

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  18. Ability to make attachments and view attachments in mobile apps

    2 votes

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  19. Have the ability to search for documents or filter based on their renewal dates.

    1 vote

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  20. Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".

    1 vote

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