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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote

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  3. Be able to see the date when a document was moved to Trash.

    1 vote

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  4. 1 vote

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  5. For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).

    1 vote

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  6. [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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  7. 1 vote

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  8. Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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  9. The ability to export or import data from all documents with a certain tag. For example, the ability to export payment data from all documents with a Done tag.

    1 vote

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  10. automatically add the document owner signature to a document when it is completed by other recipients

    https://pandadoc.zendesk.com/agent/tickets/466863

    1 vote

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  11. 1 vote

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  12. Option to document archive and vault using AWS S3 bucket

    1 vote

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  13. Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.

    With DocuSign,…

    1 vote

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  14. For example, a document has 10+ pages and a user wants to save a specific section of pages together into the Content Library. Right now, users have to add pages to the Content Library individually and then add them all to one document and then add that document to the Content Library.

    1 vote

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  15. I had a document that I deleted because it was part of a demo and kept sending notifications to a customer continuously every two days. I then deleted it from the trash because it kept sending these notifications despite being deleted.

    Despite deleting it from the trash, the recipient still received notifications related to the document. Can you please make this document stop sending notification emails/reminders to recipients

    1 vote

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  16. cc'd recepient function not editable

    1 vote

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  17. This is to see immediately who viewed or signed the document without opening the document

    1 vote

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  18. It is intrusive to have the "optional" and "required" words pop up with each field when filling out a document. Would be nice to have the option to turn this off.

    1 vote

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  19. 1 vote

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  20. Bulk import tags.

    1 vote

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