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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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823 results found

  1. export the recipients in the Excel file for the expired documents

    1 vote

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  2. We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    20 votes

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  3. Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.

    3 votes

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  4. Ability to convert documents/document information into an invoice

    6 votes

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  5. 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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  6. Will allow the user to view if the recipient access or click the link that is included on the document

    1 vote

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  7. Transfer more such as Completion or Signature Data.

    1 vote

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  8. Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.

    It would be good if folders with the key word in titile were showing in the search results as well.

    2 votes

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  9. Disable Home and keep only Team dashboard

    1 vote

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  10. Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.

    1 vote

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  11. The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.

    2 votes

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  12. When a document is declined by one recipient, all other recipients should still be able to access the document.

    2 votes

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  13. Will allow the user to view who signed the document in the reporting feature

    4 votes

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  14. 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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  15. Invalidate a completed document after a set amount of time

    2 votes

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  16. Upload a signed PDF and PandaDoc will automatically sync it to the sent document.

    2 votes

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  17. 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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  18. To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.

    2 votes

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  19. 1 vote

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  20. 1 vote

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