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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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856 results found

  1. Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

    2 votes

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  2. Change document status from Completed to Viewed manually

    2 votes

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  3. Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)

    2 votes

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  4. mass check documents that are being sent out of bulk to know if any of them differ from the original template

    2 votes

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  5. 2 votes

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  6. 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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  7. 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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  8. 2 votes

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  9. 2 votes

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  10. 2 votes

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  11. 2 votes

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

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. We use PandaDoc for reports (along with proposals) and we need to be able to attach KML files (Google Earth). We used to be able to do this, but the new update removed the ability to attach a KML file to a report or proposal.

    1 vote

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  16. Be able to to unzip downloaded files with overly long file names.

    1 vote

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  17. Panda has taken away the functionality to send more than one reminder within 24h. This is affecting our business. It happens a lot that the emails sent via the Pandadocs space, lands in a client's spam box. When we send a reminder, the reminder will go to the client's inbox. Sending more than 1 reminder within 24h therefore assists us in getting agreements signed and we have never had any complaints from our clients with the reminders. Panda customers should be able to set their own limits for reminders.

    1 vote

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  18. Have the ability to assign the fields when the signer is changed. At the moment, when a document is in draft mode and the sender decides to change the signer (without Template Roles), the fields are changed to unassigned instead of assigning it to the new signer.

    1 vote

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  19. At current, workspace settings can only be accessed by Owners and Admins. Please provide a user-level workspace setting where defaults can be configured on a user level.

    1 vote

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  20. Possibility where both the sender and the person they're sending on behalf of can receive email replies.

    1 vote

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