Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.

    1 vote

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  2. 1 vote

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  3. Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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  4. 1 vote

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  5. Be able to see the number of all documents/templates in the folder (including subfolders)

    1 vote

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  6. 1 vote

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  7. Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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  8. "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)

    1 vote

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  12. Ability to see Activity Reporting for Embed option

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. Separate column where tags are listed when viewing documents in the list view.

    1 vote

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  16. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    1 vote

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  17. The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. 1 vote

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