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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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334 results found

  1. Sort template by the "Last Modified" date and see the date modified

    8 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Save and Doesn't save buttons for templates and documents

    Save and Doesn't save buttons for templates and documents.

    26 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  3. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    15 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. multiple owners / senders of a document

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. ability to see who from team members opened a document

    ability to see who from team members opened a document

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. OCR capabilities

    OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    32 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Easier document management for documents sent in bulk

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. More Robust Analytics Reporting

    The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    21 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. Search by folder names: Ability to directly search for document folders rather than simply the title of a document

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Create doc/template quick buttons

    Shortcuts for documents or templates

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  11. Add tag colors for further organization

    The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Ability to send password-protected documents in bulk

    5 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  13. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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