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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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869 results found

  1. 4 votes

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  2. 4 votes

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  3. 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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  4. 4 votes

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

    4 votes

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  6. 4 votes

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

    4 votes

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  8. 3 votes

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

    3 votes

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

    3 votes

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  11. When a user leaves the organization and is removed from the PandaDoc workspace, their name remains as the sender on all previously sent documents. This creates confusion for clients, especially when trying to access or reference older documents sent by former employees. Have the ability to reassign the sender or update the sender information on previously sent or completed documents without impacting the document’s status.

    3 votes

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

    3 votes

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

    3 votes

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

    3 votes

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  15. Ability to filter Zapier generated documents

    3 votes

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  16. 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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  17. 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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  18. When we have a signed agreement, that agreement can be linked to another agreement.

    3 votes

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

    3 votes

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  20. 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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