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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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801 results found

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

    1 vote

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  2. 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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  3. Ability to filter Zapier generated documents

    2 votes

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  4. 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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  5. 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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  6. Ability to intelligently route responses to a specific inbox when using whiteladeling

    2 votes

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

    2 votes

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  8. 2 votes

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  9. 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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  10. 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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  11. 2 votes

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  12. 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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  13. 2C2P Payment Gateway

    1 vote

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

    2 votes

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  15. restrict send documents on someone's behalf

    2 votes

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

    2 votes

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

    3 votes

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

    2 votes

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  19. Each document within that folder is made of several. Currently, when is it complete and it is downloaded, it separates each component of the 1 document into many. I expect a single PDF file for all documents within a bundle when downloading them in a batch.

    1 vote

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  20. We need to see the auto-reminders too, the way they are sent to the recipients

    1 vote

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