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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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824 results found

  1. Assign specific dates from which the recipients may sign the document

    4 votes

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  2. 4 votes

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  3. 4 votes

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  4. Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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  5. 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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  6. 4 votes

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  7. 4 votes

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  8. 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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  9. 4 votes

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

    4 votes

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  11. 4 votes

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  12. 4 votes

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  13. Have the ability to search for documents or filter based on their renewal dates.

    3 votes

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

    3 votes

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  16. The text on the dropdown option should automatically aligned with the text format

    3 votes

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  17. 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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  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. When sending the document via SMS the number should appear at least on the audit trail

    3 votes

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  20. Option to Upload Editable Word Documents with Preserved Comments

    3 votes

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