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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7 results found

  1. Ability to send documents using 3rd party email instead of Pandadoc email

    2 votes

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  2. search document by its content

    2 votes

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  3. The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

    2 votes

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  4. Feature to edit just the title of a document after its been completed.

    2 votes

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  5. Could there be an option to attach documents in private, such as how commenting works?

    Sometimes with our contracts we would like to send supporting documents to internal stakeholders with private information to be shared with them in order to approve the document or complete their part in the signing order.

    Currently we can't do this. If supporting documets need to be attached, they can be viewed by all recipients, including external stakeholders who should not be able to view.

    When we send a document through PandaDoc we have to manually send an additional email with the supporting documentation.

    1 vote

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  6. The feature that will allow users to generate a report that shows all contacts/recipients who have signed a PandaDoc document with the document status indicated.

    1 vote

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  7. Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.

    With DocuSign,…

    1 vote

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