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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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855 results found

  1. Ability to set page numbering for all pdf documents (default options)

    2 votes

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  2. Resend expired documents in bulk

    2 votes

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  3. The option to set up conditional validation of documents

    2 votes

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  4. RSVP in documents

    2 votes

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  5. Change the owner of the document, who receives notifications for edits/suggestions

    2 votes

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  6. Option to check Analytics of a previous version of a document

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Report on any document that I am a signer

    I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.

    2 votes

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  8. Condensed version of documents

    A condensed version of the document. For example, internally the client needs only about 3 pages of the 12-14.

    Let's say there is a document with 18 pages. A lot of which is marketing and not a specific agreement. Therefore once signed, we only need page 10 once signed. Also, internal finance and logistics departments only need page 10 as well. Therefore, once signed, 2 PDFs are needed: one complete and one, 1 page.

    2 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  9. Document Analytics: See Date and Time instead of Number of Days Passed

    Document Analytics would be easier to see the date directly instead of the number of days passed.

    2 votes

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  10. to be able to bundle the signed document and a new one

    The signed document can be added as PandaDoc document to a new document which is not signed.

    https://pandadoc.zendesk.com/agent/tickets/403225

    2 votes

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  11. Extract data from fields in documents sent in bulk in a CSV

    2 votes

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  12. Ability capture the browser used by recipients in the audit trail.

    2 votes

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  13. View a completed document with a signature certificate inside the editor, as well as on a downloaded pdf

    2 votes

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  14. Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download

    Preserve the PDF layers once exported from PandaDoc

    2 votes

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  15. Create document folders for each contact (client) in bulk

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. Report for documents that changed to a certain status during a date range

    2 votes

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  17. Option to exclude data from deleted documents in reporting

    2 votes

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  18. Document menu: View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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  19. Report on Pricing Table line items details (like SKU number)

    2 votes

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  20. [Bulk send] Bundling

    2 votes

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