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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674

    Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.

    3 votes

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  2. total value added to this endpoint to reduce API calls

    3 votes

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    1 comment  ·  API  ·  Admin →
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  3. It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.

    3 votes

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  4. If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.

    3 votes

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  5. Create a group of content added to one folder in the content library and select in to the Smart content

    https://pandadoc.zendesk.com/agent/tickets/517607

    3 votes

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  6. 3 votes

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  7. We have this license number we have from DPS, its on all the docs we have and it needs to be updated

    3 votes

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  8. add a formula to add up a row in a table (not pricing table) - similar to what you can do in word. Just have Item/description/amount in a row and then add up the amount column

    3 votes

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  9. To export the contact info for all contacts that have been sent a document to sign but have not signed.

    3 votes

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  10. Hi, once API is up we really need melio integration.

    3 votes

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  11. change the color of the download button for the documents created via API

    3 votes

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  12. Our team works with complex documents consisting of multiple sections. The ability to display the Table of Contents on the left side navigation while the document is being built/edited would be extremely helpful. I understand how to turn that on for display when viewing the completed document, but is there a way to have this function during document creation?

    3 votes

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  13. Qwilr integration

    3 votes

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  14. History viewer for content library items on which templates/documents they were used.

    3 votes

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  15. Ability to search documents via the signature certificate ref. number.

    3 votes

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  16. Disable option to create a new account under specific domain

    3 votes

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  17. I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  18. 3 votes

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    1 comment  ·  API  ·  Admin →
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  19. filter out manually completed documents from the GET documents API call?

    3 votes

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    1 comment  ·  API  ·  Admin →
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  20. Pandadoc should have an option for creating reports for PAID and UNPAID invoices.

    As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.

    Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…

    3 votes

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