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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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31 results found

  1. Option for View list feature

    • Will allow the user to be able to know who each document is waiting on in a list view without having to open each document.
    1 vote

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    1 comment  ·  Other  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! 

    We're happy to let you know that the feature is available in the system. To see the person who hasn't signed a document without opening it, please hover over the recipients list below the document name and click on the arrow. The person who the signature is awaited from will be marked in red.

    Have a wonderful day! 

  2. Chrome Extension - List Document Numbers

    List document numbers on the Chrome Extension. This was a feature on previous versions of the extension.

    1 vote

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    Released  ·  0 comments  ·  Other  ·  Admin →

  3. Sent and Delivered within the document analytics

    1 vote

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    0 comments  ·  Other  ·  Admin →

  4. export list of incomplete and viewed documents

    Export data on incomplete/viewed documents to a csv or excell file for reference

    1 vote

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    0 comments  ·  Other  ·  Admin →

  5. [Bulk Action] Delete in inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
    Inbox


  6. Upload a document option directly from contacts tab in EV2

    Upload a document option directly from contacts tab like in EV1

    1 vote

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    0 comments  ·  Other  ·  Admin →

  7. Store Signature Image (jpg) for PandaDoc Account Owner

    I need to use a signature jpg for signing documents and find it very inconvenient (and time-wasting) having to navigate my local drive to locate the signature image every time I need to execute an agreement. We don't like using the generic font signature as it looks unprofessional.

    Why not include an option to store one signature image for every paying account holder that can be selected during the signing workflow? This would save a lot of time and frustration and the final executed agreements would look far more professional if more people leveraged this option.

    1 vote

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    1 comment  ·  Other  ·  Admin →

  8. Signature classes or pattern recognition.

    I have the same type of categories of people repeatedly signing extensive documents. If I could assign a category to signature boxes then I wouldn't have to individually assign each entry. I could assign each person signing to something like "client", "parent/guardian", "company representative", etc. That would allow my preset signature categories to assign each entry to the appropriate person.

    1 vote

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    0 comments  ·  Other  ·  Admin →

  9. Forgot password button at login

    1 vote

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    0 comments  ·  Other  ·  Admin →

  10. Uploaded PDF to retain hyperlinks

    Have links present within the PDF before upload remain within the PandaDoc

    1 vote

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    Released  ·  0 comments  ·  Other  ·  Admin →

  11. Convert EV1 Documents to EV2

    1 vote

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    0 comments  ·  Other  ·  Admin →
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