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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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752 results found

  1. 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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  2. 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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  3. 3 votes

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

    3 votes

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  5. 3 votes

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

    3 votes

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  7. When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…

    3 votes

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

    3 votes

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  9. 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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  10. The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.

    3 votes

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  11. Option to restrict sending document with unresolved inline comments

    3 votes

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  12. Restrict document owner from resolving suggestions but leave this option only for document approver(s)

    3 votes

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  13. Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.

    3 votes

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  14. Download multiple documents (document folders) directly to computer

    3 votes

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  15. 3 votes

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  16. Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

    3 votes

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  17. Ability to limit document creation for account users

    3 votes

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  18. Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    3 votes

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  19. When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    3 votes

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  20. We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    3 votes

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