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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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723 results found

  1. 1 vote

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  2. Filter documents in Inbox by status

    4 votes

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  3. It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.

    5 votes

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  4. 6 votes

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  5. version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    5 votes

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  6. 2 votes

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  7. 3 votes

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  8. Would like to have a report to pull CRM created docs vs. PD created docs by user
    Request rooted from QBR

    12 votes

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  9. Ability to limit document creation for account users

    2 votes

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  10. Option to document archive and vault using AWS S3 bucket

    1 vote

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  11. 1 vote

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  12. 4 votes

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  13. Option to automate the process of recieving signature certificate after the document is signed.

    3 votes

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  14. Option to change the document owner once a document is generated from CRM.

    • Will allow the creator of the account to choose the owner of the document once creted from CRM
    5 votes

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  15. once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    5 votes

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  16. Ability to add comments to Audit trail

    1 vote

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  17. Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    4 votes

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  18. Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.

    2 votes

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  19. I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.

    2 votes

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  20. For example, a document has 10+ pages and a user wants to save a specific section of pages together into the Content Library. Right now, users have to add pages to the Content Library individually and then add them all to one document and then add that document to the Content Library.

    1 vote

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