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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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714 results found

  1. Ability to generate a report on the number of documents edited after being sent.

    1 vote

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  2. add a pop up about document ownership transfer before deleting the user from the account

    1 vote

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  3. Remove some default filters in the document list.

    "We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."

    1 vote

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  4. It would be good if the template name that was used could be included in the audit trail

    1 vote

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  5. I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files

    1 vote

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  6. The option to re-open approved/rejected suggestions, like with comments.

    1 vote

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  7. The option to forward a document/signature without knowing the email address of the recipient to whom the document is being forwarded - for instance via a link.

    1 vote

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  8. I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
    If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
    That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders

    1 vote

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  9. Add document uuid to the PDF downloaded.

    1 vote

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  10. 1 vote

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  11. Option to view documents from removed/archived Workspace

    1 vote

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  12. In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.

    1 vote

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  13. Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.

    1 vote

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  14. 1 vote

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  15. Have the document expiration date variable update in the document when document is edited at a later date.

    1 vote

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  16. For recipient - Ability to view all documents in one place.

    1 vote

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  17. Document.Value is calculated from a template rather than individual documents

    1 vote

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

    1 vote

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

    1 vote

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  20. 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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