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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. The ability to send documents based on the chosen field of the signer

    3 votes

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  3. Ability to bulk download signature certificates exclusively.

    3 votes

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  4. i.e the ability to change where certain buttons are placed like the download/print button.

    3 votes

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  5. Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
    example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
    As of now, it's too many steps to click and export a report.
    He'd like to have an actionable item from that screen as well.

    example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.

    3 votes

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  6. Manually change the document status from Paid to Declined

    3 votes

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  7. Will allow the user to set a password on the downloaded completed document

    3 votes

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  8. System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.

    3 votes

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  9. Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.

    3 votes

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  10. Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.

    3 votes

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  11. Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674

    Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.

    3 votes

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  12. If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.

    3 votes

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  13. We have this license number we have from DPS, its on all the docs we have and it needs to be updated

    3 votes

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  14. When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
    https://share.getcloudapp.com/wbuD5zZJ

    3 votes

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  15. 3 votes

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  16. Ability to set a default folder in PandaDoc for documents to be sent to.

    3 votes

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  17. 3 votes

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  18. The ability to add PandaDoc signatures in the attachments.

    3 votes

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  19. Option to update the document currency after it was sent (viewed, completed)

    3 votes

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  20. Please move the Delete button on Completed Documents from being right next to the Print Button. Or if the Delete Button is to stay, please offer a prompt to users confirming they are sure they want to delete a Complete Document. Clients have easily and accidentally deleted documents.

    3 votes

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