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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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761 results found

  1. To automate a second document to be sent out once the first document was signed / completed

    to automate a second document to be sent out once the first document was sent

    35 votes

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    0 comments  ·  Automations  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can now save even more time by automating repetitive tasks such as sending a follow-up document when a document is sent or completed.

    You can learn more about automations and how to set it up here.

  2. Ability to reorder variables in variables List

    86 votes

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    Released  ·  13 comments  ·  Fillable Fields & Variables  ·  Admin →

  3. Increase Upload Size limit

    Increase file upload size limit

    15 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Great news! We’ve enhanced our system for seamless handling of large documents, enabling you to effortlessly upload and process files up to 2000 pages. Our revamped PDF processing now ensures documents of 300-400 pages are processed twice as fast. Thanks for your feedback – we’re dedicated to making your experience top-notch!

  4. Sign on Behalf: When Original Signer is OOO

    Ability to allow someone else to sign a document if the original signer is out of office,

    19 votes

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    4 comments  ·  Other  ·  Admin →

  5. Expiration Date via API

    The option to set and change expiration date via API.

    48 votes

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    3 comments  ·  API  ·  Admin →

  6. API fee columns

    Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  7. Required field countdown bar in EV2

    in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  8. Adjust signing order for sent documents

    Adjust signing order for sent documents without having to edit and resend the document

    12 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hello there! 👋

    I'm happy to inform you that you can now adjust the signing order for sent documents without needing to edit and resend the document. This feature is applicable only to recipients who haven't yet received the document.

    Your feedback would be greatly appreciated.

    Best,

    Igor from the Product Team at PandaDoc

  9. Conditional Approvals for EV2

    Conditional Approvals feature Parity for EV2

    41 votes

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    3 comments  ·  Admin →

  10. UX improvement: More explicit difference between working on a template and working on a document

    The Document and Template Editor pages look almost identical. A common first-time user error is creating a document when you think you are creating a template or vice versa. Common for New Hires, New Customers, common support question.

    You cant set up an approval workflow on documents, if there was a pop-up that redirected you it would be helpful.

    Same with Roles and "why can't I send this document" ... Because you are in a template.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  11. Expanding text fields: The ability to text fields to get bigger as recipients are typing/not have character limits.

    Auto-shrink text when it will not fit fully in a field. Auto-adjust text field entry.

    54 votes

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    9 comments  ·  Usability Improvements  ·  Admin →

  12. [Bulk Action] Delete in inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
    Inbox


  13. Search in Documents for "sent by" user

    Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  14. Inline comments for recipients

    how do i enable recipients to add comments against document content fro response back?

    23 votes

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    Released  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →

  15. Split or staggered payment collection

    (between two payment systems as well)

    70 votes

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    9 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

  16. Recipient verification via SMS

    Recipient verification via SMS

    38 votes

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    3 comments  ·  Security & Compliance  ·  Admin →

  17. QES Compliant

    Make PandaDoc QES compliant

    39 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature has been released. Please see this link for more information: Qualified Electronic Signature.

    Have a wonderful day!

  18. template gallery in german

    template gallery in german

    3 votes

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    0 comments  ·  Localization  ·  Admin →

  19. "awaiting your signature" in dashboard

    Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    15 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →

  20. Localization/Recipient view in Polish

    Change the recipient view language to Polish (as was available in within Classic Editor)

    5 votes

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    0 comments  ·  Localization  ·  Admin →
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