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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. Ability to add "@-mention" in a document chat once it gets sent out.

    1 vote

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  6. Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.

    1 vote

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  7. Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.

    1 vote

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  8. Add the option to password protect documents sent via bulk import

    1 vote

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  9. Add the option to password protect documents sent via bulk import.

    1 vote

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  10. Alternative to retrieve a signed document. Adding a version control to easily protect the singer and sender if a signed document accidentally edited.

    1 vote

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  11. When a Folder is at the top level, both navigation and Document move/copy functionality are completely bricked. Major program defect. Documented in support Ticket #76173928: "Issue with Folder and Room Structure Affecting Document Copy and Move".

    Solution options:
    1. Prevent use of Folders at top level, require it must be Rooms.
    2. Make program navigation and document move/copy navigation work if Folders are at the top level.

    1 vote

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  12. What I run into most of the time is, when an expiry date is set, the customer will cut it close to the wire to that date and then sign it. However, the contract then gets expired right after as we are the counter signer post expiry date.

    It would be useful to be able to overide the expiry date rather than to edit the contract, and resend for signature to everyone.

    1 vote

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  13. Option to export contacts with links to PDF/Documents

    1 vote

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  14. The ability to change the time zone of the timestamp for the certificate of signature. The time zone can be changed but it may confuse users and signers since time is different as it shows as UTC

    1 vote

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  15. On the document viewer page add a link to force out a reminder email. Allow for the multi-selection of documents to bulk email reminders to multiple signers.
    On the dashboard, include an overview of sent documents that remain unsigned, listed in order of which will expire first.

    1 vote

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  16. Have the ability to start a report that ends at a future date without having to alter the custom date each time. For example, Today is February 13th and I would like to create a report for this quarter that collects data from the start of the year to the end of March for the first quarter, then start a new report for the next quarter, etc.

    1 vote

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  17. I understand that a new version is being built, but in the meantime WE STILL NEED THIS FUNCTIONALITY. Honestly, this is a core feature of PandaDoc, and it's borderline unusable without it. This feels like a bait and switch, and I may ask for a partial refund. We have built our workflows around this feature for years. The WHOLE POINT of PandaDoc is to avoid data entry between documents. I am livid.

    I also see that the early access version of the new experience does not include payments. Why not???? Another core feature that's now baked into our business processes.…

    1 vote

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  18. To have the ability of retaining recipients and all metadata associated with it, when downloading a completed document from one workspace and uploading it in another workspace,

    1 vote

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  19. Hi there, it would be great to have the ability to export documents in .md format. Google Docs/Sheets do it too, and this is way better for AI to use and learn from our documents this way (without writing python scripts to read PDF/.docx files).
    Thanks for considering this feature.

    1 vote

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  20. Send a notification to the sender once a payment is initiated by a recipient

    1 vote

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