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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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752 results found

  1. Ability to have Bulk send analytics results.

    4 votes

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  2. In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document

    4 votes

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  3. 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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  4. 4 votes

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  5. Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    4 votes

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  6. When bulk downloading ZIP file, each pdf name should match the csv document title.

    4 votes

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  7. 4 votes

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  8. Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    4 votes

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  9. 4 votes

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  10. When you create a document, if you are in a folder, it gets created in said folder.

    4 votes

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  11. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  12. Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    4 votes

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  13. 4 votes

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  14. To have the option to sort documents made from templates or uploaded

    4 votes

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  15. An option to resize the PDF version of a document before downloading.

    4 votes

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  16. 4 votes

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  17. Export a list of paid documents with the name, amount and date it was paid.

    4 votes

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  18. 4 votes

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  19. Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.

    4 votes

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  20. Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.

    4 votes

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