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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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855 results found

  1. Once a document is signed, it would be useful to be able to send a copy of the signed document with certificate and any uploaded images to an "Admin" user for them to process.

    2 votes

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  2. We are only needing 1 template to be limited to in-person signing, wanting to block sending this document via email.

    2 votes

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  3. 2 votes

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  4. Option to generate a report of all documents on the account for which new links have been generated. After 6 months, links expire, and when recipients click on them, a new link is generated. It would be great to see which documents have had new links generated.

    2 votes

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  5. Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.

    2 votes

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  6. SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    2 votes

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  7. Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.

    2 votes

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  8. Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to

    2 votes

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  9. The ability to autogenerate the passcode and not manually type it in the system.

    2 votes

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  10. Allowing the option to edit the email subject and body when adding CC recipients to a document sent via a link.

    2 votes

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  11. We’re also finding this happens before the document is “Sent.” If it needs to be pulled back while going through the “Approval” process, the smart content blocks are removed.

    We can add in our process a sanity check to make sure any required optional smart content is selected, but it would be nice if the smart content boxes aren’t removed until after a document completes the “Approval” process.

    2 votes

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  12. Have the option to fill in data field values for templates/documents in bulk instead of one at a time.

    2 votes

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  13. When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.

    2 votes

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  14. Download a document bundle as a single file DOCX

    2 votes

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  15. Right now the client sees all three documents in a row underneath each other. I want them to just have to click on the document on the left panel and only see the pages of the one they click on, instead of all offers underneath each other.

    2 votes

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  16. It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.

    2 votes

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  17. The ability to click and change the document name page label which is located next to a document page is available only for bundles (single document name can be change only via changing document title).

    The feature request is to make document name label clickable/editable for single documents as well.

    Picture https://drive.google.com/file/d/1DdT7samkFR-p_h3HN-eVs8na62Lw3CUE/view?usp=sharing

    2 votes

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  18. To have the ability to update documents, annexes for example, after the document has been completed.

    2 votes

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  19. Essentially would like to download an exact copy of the report that you see in PandaDoc. Do not want to break down to list each document individually

    2 votes

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  20. A feature that automatically recognizes and transfers data from one document into another template/document. For example, applicants regularly send us their CVs, then we have to rewrite them to our template so that they all look the same and remove the personal data.

    2 votes

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