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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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408 results found

  1. Display uploaded files in the PDF ev1

    13 votes

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  2. Ability to change the file location inside the document without leaving the document.
    Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

    12 votes

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  3. 12 votes

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  4. Would like to have more filters for the templates. Like top 3 used templates.

    12 votes

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  5. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    12 votes

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  6. export document data on waiting for signatures into excel

    11 votes

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  7. adding tags to multiple documents

    11 votes

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  8. 11 votes

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  9. a storage for completed documents without making it as a draft

    11 votes

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  10. Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    11 votes

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  11. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    10 votes

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  12. track edits feature in the document like in MS word or google docs

    10 votes

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  13. 10 votes

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  14. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    10 votes

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  15. Ability to allow users to attach files even when the document has been sent.

    10 votes

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  16. 10 votes

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  17. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    10 votes

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  18. Ability to download images used in PandaDoc documents

    10 votes

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  19. 9 votes

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  20. list report of who downloaded the document or list report about the downloaded documents of a user

    9 votes

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