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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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511 results found

  1. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote

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  2. Transfer data will also include other document contents

    2 votes

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  3. 2 votes

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  4. The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.

    1 vote

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    • Will allow the user to set a specific emailaddress to route the completed documents
    1 vote

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  5. 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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  6. Would like to have the ability to show the statuses of the document's recipients and sort them in the document list. For example, a document may be completed by one signer, but the other has only viewed it.

    1 vote

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  7. Be able to see the date when a document was moved to Trash.

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).

    1 vote

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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. [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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  13. 1 vote

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  14. Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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    • Option for multiple signer in 1 email in bulk send.
    1 vote

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  15. 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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  16. Option to restrict sending document with unresolved inline comments

    2 votes

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  17. 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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  18. The ability to export or import data from all documents with a certain tag. For example, the ability to export payment data from all documents with a Done tag.

    1 vote

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