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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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91 results found

  1. filter that would allow excluding trash documents from the reporting

    1 vote

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  2. 1 vote

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  3. 1 vote

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    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to change a document name after sending/completion is already available within the system. Here's how we do that: https://share.getcloudapp.com/8Lup8Gqj

    Many thanks for your time! Have a wonderful day!

  4. Have checkbox option when selecting catalog items so that you can add more than one item at one time.

    1 vote

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    Released  ·  Valeria Pochapskaya responded

    It is possible to select several items when you are adding them from the catalog, for this please click on the items you need in the add from catalog window.

  5. filter documents by status, so that you could see only the chosen status

    1 vote

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  6. Save PandaDocs as word

    1 vote

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  7. option to cancel or void viewed doc

    1 vote

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  8. 1 vote

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  9. check mark/color change : if a doc has been downloaded??

    1 vote

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  10. 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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  11. 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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