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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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511 results found

  1. Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.

    4 votes

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  2. Be able to add SMS verification to docs created via API.

    13 votes

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  3. export document data on waiting for signatures into excel

    5 votes

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  4. The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added

    4 votes

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  5. Have the option to change the document status manually from the Dashboard / Home.

    5 votes

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  6. Being able to adjust the auto reminders feature on documents that have already been sent would be a great help!

    3 votes

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  7. Transfer data will also include other document contents

    2 votes

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  8. 2 votes

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  9. Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.

    2 votes

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  10. List folders in alphabetical order

    3 votes

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  11. It's good when your workspace is neat and there are no unnecessary documents cluttering it up, so being able to delete a document, when I am the recipient, is essential

    2 votes

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  12. I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters

    2 votes

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  13. Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)

    2 votes

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  14. Option to restrict sending document with unresolved inline comments

    2 votes

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  15. My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

    2 votes

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  16. Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.

    4 votes

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  17. Ability to generate a report on the time when the document was signed

    2 votes

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  18. option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.

    2 votes

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  19. Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    5 votes

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  20. The option to include attachment is not available when sending an invoice

    2 votes

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