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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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754 results found

  1. Ability to filter documents by the signing order progress.

    Ability to filter documents by the signing order progress.

    2 votes

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  2. Split documents to save in different folders

    The ability to split documents into different folders.

    i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder

    2 votes

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  3. Ability to edit document title after its been completed

    Feature to edit just the title of a document after its been completed.

    2 votes

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  4. Notify sender about documents that are left unsigned

    Set notification for senders when a document has not been signed after X number of days.

    2 votes

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  5. Report showing failed documents by workspace and user

    For a report to be available in the dashboard showing below
    1. Failed Sent Documents by Workspace and User
    2. Summary of failed documents on a daily, weekly, and monthly basis
    3. Show senders error messages of why the documents Failed

    This will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Saved Messages in Bulk Send

    Ability to pull the saved messages in bulk send feature

    2 votes

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  7. The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    2 votes

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  8. option to change "by" for sent documents

    option to change "by" for sent documents

    2 votes

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  9. Allow an attachment to be rotated.

    Allow an attachment to be rotated

    2 votes

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  10. Download: PTX/P12

    Ability to download documents as PTX and P12

    2 votes

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  11. Ability for a third party/ non recipient to view a completed document that was forwarded to them

    You can forward completed documents, but the nonrecipients can not view the document.

    2 votes

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  12. Video Call with a Client

    We'd like to be able to schedule a video session with a client via PandaDoc

    2 votes

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  13. Option to have filter by user in the Document Activity (Dashboard)

    • Will allow the user to filter by user in Document Activity [Home]
    2 votes

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  14. The ability to sort documents and templates by tags.

    2 votes

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  15. Send document notifications to the members of the account

    2 votes

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  16. Option to allow a recipient to upload a file using the "Collect files" field and then sign the uploaded file

    2 votes

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  17. Print only option

    After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.

    2 votes

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  18. Filter documents by Contacts

    Have the ability to filter documents by contacts.

    2 votes

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  19. Document value based on variable

    Option to set document value based on variable

    2 votes

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  20. Settings to enable the removal of blank pages on sent documents.

    Settings to enable the removal of blank pages on sent documents.

    2 votes

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