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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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  3. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    2 votes

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

    2 votes

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  5. 2 votes

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  6. 2 votes

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  7. 2 votes

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  8. 2 votes

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  9. Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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  10. 2 votes

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  11. 2 votes

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  12. For compliance and security reasons, be able to configure the length of time after which a document is automatically deleted (moved to the trash).
    This would enable compliance with GDPR or similar regulations that require data to be deleted after a certain time.

    1 vote

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

    1 vote

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  14. The Uidad de fomento currency is called UF. CLF is not an alternative. PandaDoc only shows CLF which is not the same. All contracts in Chile are made in UF. Could you please include this alternative?

    1 vote

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  15. We now have a Workspace default which is nice to have but it would be better if the Workspace Default could work as a Default in the Workspace.

    1. In forms - If you create a form without the "Attach PDF" enabled, once the form is created and even after enabling the "Attach PDF " in Workspace default. There will never be a PDF attached solely because the form was created without the option being enabled.
    2. If the Option "Attach PDF " is enabled and a form is created, even after the client disables the option in Workspace Default. There will…
    1 vote

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  16. The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address

    1 vote

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  17. Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.

    1 vote

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  18. When you embed a document there is a white bar at the top which has the document name and a drop down to change the language. If you're not using multi-language documents this drop down option is confusing and renders the whole top bar a waste of space. Option to remove it would be helpful and helps bring the document up the page.

    1 vote

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  19. add a thumbnail preview underneath the percentage of time spent to know what slide that is.

    1 vote

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  20. When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc

    1 vote

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