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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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813 results found

  1. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    extend the expiration time of a document once it has become expired

    337 votes

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    24 comments  ·  Documents & Data Management  ·  Admin →
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  2. Edit the Completed document with saving the signature

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

    211 votes

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    12 comments  ·  Documents & Data Management  ·  Admin →
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  3. Downloading attachments along with the document they are attached to

    Download attachments with PDF

    209 votes

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    35 comments  ·  Documents & Data Management  ·  Admin →
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  4. Permissions for specific documents: Private documents (Password protect documents internally)

    Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    192 votes

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    15 comments  ·  Documents & Data Management  ·  Admin →
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  5. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    Ability to create new status tiles for document management.

    148 votes

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    31 comments  ·  Documents & Data Management  ·  Admin →
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  6. Ability to Change Time Zone for a Signature Certificate

    The option to change time zone for signature certificate.

    147 votes

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    10 comments  ·  Documents & Data Management  ·  Admin →
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  7. Export details - Audit Trail

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

    143 votes

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    18 comments  ·  Documents & Data Management  ·  Admin →
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  8. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    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 manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).

    135 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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  9. choose specific time of day for document expiration

    choose specific time of day for document expiration

    112 votes

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    25 comments  ·  Documents & Data Management  ·  Admin →
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  10. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    The option to restore signed document after pressing Edit button.

    99 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  11. Contract Lifecycle Management (CLM)

    73 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  12. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    72 votes

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    8 comments  ·  Documents & Data Management  ·  Admin →
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  13. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    66 votes

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    16 comments  ·  Documents & Data Management  ·  Admin →
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  14. delete a workspace or archive a workspace

    delete a workspace or archive a workspace

    50 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. Ability to fax PandaDoc

    Ability to fax PandaDoc

    49 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. Support Loom video embed in documents

    support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    47 votes

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    11 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  17. transfer ownership of multiple documents/folder

    transfer ownership of multiple documents/folder

    44 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  18. [Home] Select period more than 1 year in Home

    Would like to be able to have an option in the Dashboard to see further than 1 year.

    42 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  19. Validation signature stamps

    Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    41 votes

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    8 comments  ·  Documents & Data Management  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  20. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

    Ability to add a specific expiration date for several documents at the same time

    38 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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