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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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  1. 10 votes

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

    10 votes

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

    10 votes

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  4. 10 votes

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

    10 votes

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  6. Ability to download images used in PandaDoc documents

    10 votes

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  7. 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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  8. The ability to create a custom Report using Fillable Field and/or Variable information.

    9 votes

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

    9 votes

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

    9 votes

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  11. "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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  12. 9 votes

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  13. 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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  14. 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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  15. 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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  16. Have the option to auto-update the documents after updating the template used to create those documents

    8 votes

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  17. 8 votes

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

    8 votes

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  20. 8 votes

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