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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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639 results found

  1. Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.

    3 votes

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

    3 votes

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  3. 3 votes

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

    3 votes

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  5. Have the ability to extract a report based on document data, such as Contract Signature Date, Contract Start Date, and Contract End Date.

    3 votes

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

    3 votes

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

    3 votes

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

    3 votes

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

    3 votes

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  11. 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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  12. Ability to filter Zapier generated documents

    3 votes

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  13. 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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  14. 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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  15. When we have a signed agreement, that agreement can be linked to another agreement.

    3 votes

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  16. Revert to the old table of contents where we could remove some pages (minus sign) in the TOC. We also need the refresh button back.

    3 votes

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  17. link document to the Salesforce order

    3 votes

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  18. Add the United Arab Emirates and the Kingdom of Saudi Arabia to the list of countries supported for sending documents via SMS.

    3 votes

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  19. Option to Upload Editable Word Documents with Preserved Comments

    3 votes

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  20. Customers would like to have the option to be able to expire documents older than 30 days all at once

    3 votes

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