Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Automatically download the attachments when opening the fiels added to collect files field

    18 votes

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  2. OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    18 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.

    16 votes

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  4. The option to search from Documents tab by status and tag simultaneously.

    16 votes

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  5. Be able to change the status of multiple documents at once.

    16 votes

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  6. 14 votes

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  7. Editor 2.0

    Ability to delete comments

    14 votes

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  8. Use tab to jump to the next field to fill and assign field

    13 votes

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  9. Save all the completed documents as PDFs automatically.

    12 votes

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  10. Automatically send the document once it is approved.

    11 votes

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  11. 11 votes

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  12. The option to restore signed document after pressing Edit button (Editor 2.0).

    11 votes

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  13. Customizable message when automatically receives completed PDF document to signors.

    11 votes

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  14. The sender should know when a document was signed, not only completed.

    11 votes

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  15. The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    10 votes

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  16. 10 votes

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  17. 10 votes

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  18. to automate a second document to be sent out once the first document was sent

    9 votes

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  19. Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).

    9 votes

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  20. 9 votes

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