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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. 3 votes

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  3. be able to split the document into parts after completion

    3 votes

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  4. 3 votes

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  5. 3 votes

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

    3 votes

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  7. 3 votes

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  8. a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".

    2 votes

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  9. When a document is on set status, the option to add a recipient on the sent documents should be disabled

    2 votes

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  10. Ability to filter Zapier generated documents

    2 votes

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  11. 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.

    2 votes

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  12. Ability to intelligently route responses to a specific inbox when using whiteladeling

    2 votes

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  13. When we have a signed agreement, that agreement can be linked to another agreement.

    2 votes

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  14. 2 votes

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  15. For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.

    2 votes

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  16. When making a change to either template or document, the creation date should change based on the latest changes

    2 votes

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  17. 2 votes

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  18. Add fields related to recipients' data to webhooks, e.g.:
    1. "signature_date" - currently present in Document details endpoint, but not in Webhooks
    2. Delivery date
    3. Declined date

    2 votes

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  19. Option to bulk download documents directly instead of receiving a link to an email

    2 votes

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  20. restrict send documents on someone's behalf

    2 votes

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