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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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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333 results found

  1. Ability to send documents using 3rd party email instead of Pandadoc email

    2 votes

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  2. The document has 2 notifications: one waiting for payment and one for paid. Option to keep only Document paid notification.

    2 votes

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  3. search document by its content

    2 votes

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  4. Enhanced Tagging System

    Overview:

    Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

    Key Features:

    Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

    Template-to-Document Tag Transfer: Tags…

    2 votes

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  5. the Signature string Word feature to convert this signature into a PandaDoc document

    2 votes

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  6. The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

    2 votes

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  7. Ability to upload more than 10 files to Attachments

    2 votes

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  8. When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

    2 votes

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  9. Ability to extend the expiration date for the document recipient links.

    2 votes

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    • Will allow the user to get log about the changes or update on contacts.
    2 votes

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  10. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    2 votes

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  11. 2 votes

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  12. 2 votes

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  13. 2 votes

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  14. Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    2 votes

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  15. 2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    2 votes

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  17. 2 votes

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  18. ability to see who from team members opened a document

    2 votes

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  19. Ability to bundle a document to another after the document has been published. This is incredibly useful when we have multiple pieces of paperwork that come together in a contract and we want them all housed in one document.

    1 vote

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