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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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429 results found

  1. Currently, transferring ownership of documents held within folders produces a new folder.

    If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".

    13 votes

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    Released  ·  Maria Fomenko responded

    I'm happy to announce that we've fixed the issue with files transfer ownership. 

    From now on, all files transferred to the new owner will stay in the same folder as  were originally. 

    You're welcome to share your feedback 

  2. Have the option to change the document status manually from the Dashboard / Home.

    12 votes

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

    12 votes

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  4. 12 votes

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  5. Adjust signing order for sent documents without having to edit and resend the document

    12 votes

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    Hello there! đź‘‹

    I'm happy to inform you that you can now adjust the signing order for sent documents without needing to edit and resend the document. This feature is applicable only to recipients who haven't yet received the document.

    Your feedback would be greatly appreciated.

    Best,

    Igor from the Product Team at PandaDoc

  6. Documents created from a template automatically move to a specific folder once created/sent

    12 votes

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  7. Have the option to auto-update the documents after updating the template used to create those documents

    11 votes

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

    11 votes

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  9. 11 votes

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

    11 votes

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  11. It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…

    11 votes

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  12. For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.

    10 votes

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  13. Change document status to "In Process" after one of multiple recipients has signed.

    10 votes

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  14. Customer would like to have an option to share folder containing document to a specific user only

    10 votes

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  15. 10 votes

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  16. 10 votes

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

    10 votes

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  18. 10 votes

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  19. 10 votes

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    • add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
    9 votes

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