Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Bulk Send: Download all completed documents without going to each folder.

    1 vote

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  2. Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name

    1 vote

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  3. At the moment we show only the total sum of all the time a recipient spent on a page. For example, the document has 2 pages. If the recipient opened the document on June 1 and viewed only page 1 and then visited the document on June 2 and viewed page 1 for 10 minutes and page 2 for 20 minutes. If we open the document after the second visit on June 2, we would see that a recipient spent 11 minutes on page 1 and 20 minutes on page 2, but we won't be able able to see the…

    1 vote

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  4. 1 vote

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  5. Submitted forms thru Template embedding to go to a specific folder.

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  6. setting pdf version as a default view of the doc

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  7. 1 vote

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  8. Template versions for Ev1.

    1 vote

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  9. Disable sending PDF attachment of the completed document to the document owner.

    1 vote

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  10. After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    1 vote

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  11. Re-generate links in case you've provided recipients with the wrong one without having to edit the document

    1 vote

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  12. Would like to be able to tag an email as "Urgent" when sending for signing.

    1 vote

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  13. When you open a document, to have the red color for the orb of the person, who hasn't signed, and the green color for the orb of the person, who has signed so that you don't have to click on each recipient every time

    1 vote

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  14. Ability to toggle the self-sign notifications off when sending the document

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  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.

    1 vote

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  20. Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    1 vote

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