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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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532 results found

  1. DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.

    5 votes

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  2. Email to be sent after document is paid

    5 votes

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  3. When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.

    5 votes

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  4. The date and time is UTC by default. Currently, if you reference the Global Date Variable in a template, it can default to a different day (in some cases) based on our timezone.

    5 votes

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  5. Ability to pull tokens from both Deal and Contant records simultaneously

    5 votes

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  6. Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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  7. After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    5 votes

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  8. Re-generate links in case you've provided recipients with the wrong one without having to edit the document

    5 votes

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  9. An easier way to bulk send a doc (without having to prepare a CSV file)

    5 votes

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  10. 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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  11. 5 votes

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  12. 5 votes

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  13. The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added

    4 votes

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

    4 votes

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  15. 4 votes

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  16. List folders in alphabetical order

    4 votes

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  17. 4 votes

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  18. Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.

    4 votes

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  19. A way to compile a list of email addresses from expired documents without having to click into each one separately.

    4 votes

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  20. Trace uservoice requests - Would like to see all user requests for the company level (all users)

    Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.

    4 votes

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