Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.

    153 votes

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  2. Ability multiselect for blocks and fields with bulk actions

    102 votes

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  3. 80 votes

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  4. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    62 votes

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  5. 58 votes

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  6. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    57 votes

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  7. Option to edit uploaded PDF, convert to editable document/template

    51 votes

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  8. The option to edit the Completed document with saving the signature.

    43 votes

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  9. The option to change time zone for signature certificate.

    43 votes

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  10. Create a variable, which contains the date, when the document is completed

    33 votes

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  11. Ability to schedule when to send a document

    33 votes

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  12. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    29 votes

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  13. Find and Replace All feature

    27 votes

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  14. From client:
    I have a question on if PandaDoc templates have a certain type of functionality.
    Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.

    The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
    Appreciate any feedback you have on this one.

    24 votes

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  15. Ability to preview the document as the cusotmer would see it outside of PandaDoc

    21 votes

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  16. Ability to share whole folder to another workspace

    20 votes

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  17. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)

    19 votes

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  18. 19 votes

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  19. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    18 votes

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  20. Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    16 votes

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