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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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714 results found

  1. Ability to allow users to attach files even when the document has been sent.

    10 votes

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  2. Ability to download images used in PandaDoc documents

    10 votes

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  3. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    9 votes

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  4. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  5. option to manually change document status - viewed to paid

    9 votes

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

    9 votes

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

    9 votes

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  8. 9 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

    9 votes

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  10. "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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  11. 9 votes

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  12. There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.

    Manually adding multiple initials to documents that are 30-50 pages is very time consuming.

    Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?

    8 votes

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  13. detect the documents of the deleted user in the document filter owner

    8 votes

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  14. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.

    8 votes

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  15. Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.

    8 votes

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  16. Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.

    8 votes

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  17. version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    8 votes

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  18. For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?

    8 votes

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  19. Would like metrics tracking contract negotiations data. Reps using, edits, etc.

    8 votes

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  20. Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    8 votes

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