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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.

    362 votes

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    Released  ·  Valeria Pochapskaya responded

    Document Bundling


    Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.


    Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.

  2. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    128 votes

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  3. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    95 votes

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  4. 14 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re glad to let you know that the feature allowing to view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

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

    12 votes

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  6. 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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  7. Import to Editor tool to convert Google Docs files into editable PandaDoc documents and templates.

    5 votes

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  8. To have the feature to use the search bar for document-numbered files.

    4 votes

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  9. Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?

    When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?

    3 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    I'm glad to inform you that our dev and product teams released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status


    We are grateful for your time! Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  10. Doc 2 Doc Enhancements
    - transfer pricing tables

    3 votes

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  11. 2 votes

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  12. to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    2 votes

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  13. ability to rename a document when when on viewing mode (opened document)

    2 votes

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  14. User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.

    2 votes

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  15. when a final signed copy of a document is finalized, I receive a link in an email that then takes me into the PandaDoc where I can then download the document. It would be nice to have the PDF in the email instead. We sent out POs and our vendors need copies of their POs all the time. I'm trying to workaround the issue but until then I have to download the file and send it to them.

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. When you delete a document, the document information still shows up in Panda reporting. This causes confusion and shows errors in reporting. When you delete the document, it should delete out of any reports.

    1 vote

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to remove deleted documents from Reporting is available within the system. Please see the file attached for more information, and have a wonderful day!

  19. 1 vote

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  20. filter that would allow excluding trash documents from the reporting

    1 vote

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