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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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714 results found

  1. Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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  2. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  3. 4 votes

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  4. When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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  5. 4 votes

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  6. Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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  7. When multiple documents with the same title are downloaded in bulk (documents are bulk uploaded), PandaDoc automatically adds numbers to the file names, which makes it difficult to distinguish between them. It would be helpful to include the recipient’s name in the document title instead.

    3 votes

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  8. Keep text aligning and spacing, remove additional text boxs that appear after exporing the document to Word

    3 votes

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  9. 3 votes

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  10. To show just the completed status on the finalized view, and will not show signed

    3 votes

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  11. Panda has taken away the functionality to send more than one reminder within 24h. This is affecting our business. It happens a lot that the emails sent via the Pandadocs space, lands in a client's spam box. When we send a reminder, the reminder will go to the client's inbox. Sending more than 1 reminder within 24h therefore assists us in getting agreements signed and we have never had any complaints from our clients with the reminders. Panda customers should be able to set their own limits for reminders.

    3 votes

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  12. Disable the option for the recipient to reply to the reminder

    3 votes

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  13. Ability to set a specific time for auto reminder what we only have is days

    3 votes

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  14. is there a way to have headers on only certian pages

    3 votes

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  15. Toggle on warnings of likely page breaks before I send a document. Or increase the visibility of the small grey text

    3 votes

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  16. Option to automatically retrieve the link without having to manually select to generate the document link

    3 votes

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  17. a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".

    3 votes

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  18. Ability to filter Zapier generated documents

    3 votes

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  19. Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".

    3 votes

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  20. Have the ability to be more flexible when searching for documents.

    For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.

    3 votes

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