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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 7 votes

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  2. 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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  3. For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?

    7 votes

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  4. 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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  5. 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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  6. 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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  7. 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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    • add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
    6 votes

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  8. Bulk send already created draft documents

    6 votes

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  9. Option to update or edit a template/document and dynamically mass update bundled templates/documents

    6 votes

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  10. Ability to add a custom field column in a Report (such as fields used with integrations)

    6 votes

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  11. Option to disable removing recipients in CC, always keep recipient in CC

    6 votes

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  12. Ability to share a document link with non-recipients

    6 votes

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  13. Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.

    6 votes

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  14. Ability to add signers to a completed document (countersign a completed document)

    6 votes

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  15. detect the documents of the deleted user in the document filter owner

    6 votes

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  16. Ability to create your own home page filters for sorting documents

    6 votes

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  17. We have several companies that provide quotes in landscape mode. Our proposal and several other docs are in portrait mode, so we need for PandaDoc to recognize when a page is in landscape or portrait upon upload and allow for those to be in the correct orientation (OR allow us to rotate any page, whatever can get this to us faster). I understand I can separately add landscape docs to docs that are in portrait, but this adds another step for us right now since these are uploaded in the same file.

    6 votes

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

    6 votes

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  19. Quick and easy way to add CC on all documents sent from PandaDoc.

    6 votes

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