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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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402 results found

  1. 9 votes

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  2. be able to download a report of recipients who haven’t signed or signed the documents

    8 votes

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  3. Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    8 votes

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  4. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    8 votes

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  5. For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)

    8 votes

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  6. can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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  7. 8 votes

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  8. Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    8 votes

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  9. 8 votes

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  10. Select and edit several documents at once.

    8 votes

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  11. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    7 votes

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  12. Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document

    7 votes

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  13. List folders in alphabetical order

    7 votes

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  14. 7 votes

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  15. version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    7 votes

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  16. Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.

    7 votes

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  17. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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  18. Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    7 votes

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  19. Generate the ability to create a signature stamp.

    e.g.

    Signature Title: Accounting
    Includes:
    Brenda (signature and date)
    Amanda (signature and date)

    7 votes

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  20. Ability to convert documents/document information into an invoice

    6 votes

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