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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7629 results found

  1. Add QES toggle setting to the Template level, and then allow it to be reviewed/altered during the "DOCUMENT SEND" UI.

    3 votes

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  2. 3 votes

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  3. Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field

    1 vote

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  5. Ability to update preexisting date field format - when updating it in settings, it changes fields already existing in documents.

    2 votes

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  6. Ability to set the signature field with a send back formatting feature so both the signature line and the signature can be visible for both signatories.

    1 vote

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  7. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  8. Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    23 votes

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  9. Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.

    2 votes

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  10. 6 votes

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  11. Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    8 votes

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  12. Upload .xml files

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Please add a feature where we can split a table of contents into multiple columns on a page.

    2 votes

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  14. 7 votes

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  15. 3 votes

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  16. Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)

    3 votes

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  17. If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.

    3 votes

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    1 comment  ·  Approvals  ·  Admin →
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  18. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Have CC'd see all e-mail addresses the document was sent to, including the signer

    1 vote

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  20. Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.

    1 vote

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