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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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639 results found

  1. The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    3 votes

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  2. 3 votes

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  3. 3 votes

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  4. 2 votes

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  5. the ability to select multiple templates at once in bulk send

    2 votes

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  6. Currently, when a document has been signed and sent to the next recipient, the document stays in viewed status; however, we would like the status to change to something else so that we can see the document has been signed by one recipient, but not the other

    2 votes

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  7. Currently, documents under Waiting for others are removed after a certain period of time. Customer would like to revert the changes and keep the documents under the tab.

    2 votes

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  8. Currently, this has to be done one document at a time, but it would be great to have the ability to set data fields for multiple documents at the same time

    2 votes

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  9. View what documents were sent via bulk send

    2 votes

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  10. I've used DocuSign in the past and it provides a clean Timestamp of every action that downloads in tandem with my document. I've tried the CSV download but it's not exactly what I'm looking for.

    2 votes

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  11. Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.

    2 votes

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  12. Ability to remove a CC recipient from an Expired document

    2 votes

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  13. Please add an option to prevent users from turning off identity verification on documents. Once enabled, users should not have the ability to disable it.

    2 votes

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  14. Printable version of the document audit trail beyond the current CSV export, which contains excessive data and is not user-friendly for legal purposes.

    2 votes

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  15. Currently, when the final field assigned to a recipient is deleted, the system automatically moves that user to the CC list. It would be good to have an option to automatically delete the recipient upon removing their last field in a document.

    2 votes

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  16. When a document is fully signed/completed, automatically apply a visible mark or stamp on every page (e.g., "Signed" or "Completed"). This gives viewers, recipients a clear, at-a-glance confirmation that the entire document is executed, regardless of which page they're viewing.

    2 votes

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  17. 2 votes

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  18. Export the audit trail for multiple documents over a specific period in bulk.

    2 votes

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  19. Revert Document Generation Link Like the Old Editor with lesser steps. The new editor let you generate link only on the page 4 of workflow.

    2 votes

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  20. Have the ability to start a report that ends at a future date without having to alter the custom date each time. For example, Today is February 13th and I would like to create a report for this quarter that collects data from the start of the year to the end of March for the first quarter, then start a new report for the next quarter, etc.

    2 votes

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