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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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408 results found

  1. ability to access uploaded file by the signer in a completed document

    9 votes

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  2. "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    9 votes

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  3. 9 votes

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  4. Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    8 votes

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  5. For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)

    8 votes

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  6. can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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  7. An easier way to bulk send a doc (without having to prepare a CSV file)

    8 votes

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  8. 8 votes

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  9. Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    8 votes

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  10. 8 votes

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  11. Select and edit several documents at once.

    8 votes

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  12. be able to download a report of recipients who haven’t signed or signed the documents

    7 votes

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  13. 7 votes

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  14. Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.

    7 votes

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  15. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    7 votes

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  16. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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  17. Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    7 votes

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  18. Generate the ability to create a signature stamp.

    e.g.

    Signature Title: Accounting
    Includes:
    Brenda (signature and date)
    Amanda (signature and date)

    7 votes

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  19. 7 votes

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  20. Ability to convert documents/document information into an invoice

    6 votes

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