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

    8 votes

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  2. 8 votes

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

    8 votes

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

    8 votes

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

    8 votes

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

    8 votes

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  9. 8 votes

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  10. 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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  11. 8 votes

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  12. Select and edit several documents at once.

    8 votes

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  13. The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients.  In your app, I chose my email address as a "CC".  In any email system, there is a "To" field and a "CC" field.  What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.

    7 votes

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  14. We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

    7 votes

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  15. Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.

    7 votes

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  16. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    7 votes

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  17. Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document

    7 votes

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  18. 7 votes

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  19. 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?

    7 votes

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  20. 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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