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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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780 results found

  1. track edits feature in the document like in MS word or google docs

    10 votes

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  2. 10 votes

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  3. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    10 votes

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

    10 votes

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  5. 10 votes

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  6. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    10 votes

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  7. Ability to download images used in PandaDoc documents

    10 votes

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  8. 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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  9. option to manually change document status - viewed to paid

    9 votes

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  10. 9 votes

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  11. list report of who downloaded the document or list report about the downloaded documents of a user

    9 votes

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

    9 votes

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

    9 votes

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  14. "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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  15. 9 votes

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

    8 votes

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  17. 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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  18. 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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  19. 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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  20. Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.

    So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.

    8 votes

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