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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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738 results found

  1. 303 votes

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

    197 votes

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  3. 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.

    176 votes

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  4. 166 votes

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  5. 140 votes

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

    134 votes

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

    131 votes

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  8. 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).

    121 votes

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    Hi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:

    Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.

    We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  9. 105 votes

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  10. 93 votes

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    Hi there. Thank you for submitting your idea! 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!

  11. 69 votes

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    Hi there. Thank you so much for submitting your idea - 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 couple 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

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

    63 votes

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    Hi there! 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!

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

    55 votes

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

    42 votes

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    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

    41 votes

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    Idea  ·  Lindsey Schocke responded

    While we don't have a way to directly fax a PandaDoc, we now offer PandaDoc Online Fax! You can send 20 pages from your computer for free. Currently, you can digitally fax documents from anywhere in the world, and receive digital faxes in the US and Canada.

    https://www.pandadoc.com/online-fax/

  16. transfer ownership of multiple documents/folder

    41 votes

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    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. delete a workspace or archive a workspace

    38 votes

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

    38 votes

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

    35 votes

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

    33 votes

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