Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  2. 6 votes

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  3. Display uploaded files in the PDF ev1

    6 votes

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  4. Save and Doesn't save buttons for templates and documents.

    6 votes

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  5. 6 votes

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  6. 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.

    5 votes

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  7. Ability to allow users to attach files even when the document has been sent.

    5 votes

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  8. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    5 votes

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  9. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    5 votes

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  10. save document location on per template basis - i.e. if create document from NDA template that's in NDA folder, want PD to recognize that it should save in NDA doc folder

    5 votes

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  11. Adjust signing order for sent documents without having to edit and resend the document

    5 votes

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  12. PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    5 votes

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  13. An option to save custom variables / tokens to be used across templates.

    5 votes

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  14. Increase file upload size limit

    5 votes

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

    5 votes

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  16. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    5 votes

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  17. Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    5 votes

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  18. Self-sign case - it takes 3 clicks today to fill in an initial or esignature. my client wants to be able to complete this in a 1 click process. in the pandadoc settings, the system should auto remember the selected initial or signature. the behavior he would like would be to click the field and the initial or signature pre populates like Docusign.

    Now if in the inbox, once document is completes - it is roughly a 20-30 second process to go back and load the next document. he wants the next document to appear on the screen, to help…

    5 votes

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  19. 5 votes

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  20. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    5 votes

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