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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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236 results found

  1. Client would like the option to save custom colors within pandadoc

    3 votes

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  2. 3 votes

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  3. Require one option for a recipient to sign instead of having more options

    3 votes

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  4. 3 votes

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  5. ev2 click on the images and see them full screen

    3 votes

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  6. 3 votes

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  7. example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically

    3 votes

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  8. 3 votes

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  9. 3 votes

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  10. Do not send the recipient an email containing the document when they start to fill out a form

    2 votes

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  11. Currently, it is expected to receive the documents for the recipients to sign via email before they receive the suggested edits resolved results email. Would like this to be switched so that they receive the results email before they receive the document to sign

    2 votes

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  12. Ideal: 1. Search by email/recipient: filter documents by status: sent, expired, declined (excluding completed)
    2. Resend multiple pending documents to the recipient within one transaction and preferably via 1 email with all the links included and one notification to the recipient

    Current workflow: Search by email and resend each pending document at one at a time generating multiple emails appearing as duplicates

    Use case: recipients that have a repeated journey (services) with the vendor requiring the same document to be generated with updated content or dates for billing to process

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. Option for recipients to select items from the entire catalog

    2 votes

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  16. Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:

    Making the green download button and the "other actions > download" option consistent.

    2 votes

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  17. The ability to disable the change language option recipients have in the document view

    2 votes

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  18. Currently, PandaDoc is using Evrotrust which doesn't have Spanish localization. The client needs to have the option to use an identity provider in Spanish with QES

    2 votes

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  19. Suggest edits on uploaded documents

    2 votes

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  20. Option for recipient to change the document title

    2 votes

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