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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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604 results found

  1. Invalidate a completed document after a set amount of time

    2 votes

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  2. 5 votes

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  3. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.

    3 votes

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

    2 votes

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  5. Ability to add signers to a Completed document

    2 votes

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  6. 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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  7. be able to download a report of recipients who haven’t signed or signed the documents

    4 votes

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  8. bookmark a page or content of a document similar to Word

    2 votes

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  9. Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.

    3 votes

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  10. To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    4 votes

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  11. option to place GIF in "Send document" pop-up

    2 votes

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  12. document ellipsis option in the Document tab should be similar to the Home tab's, not just having a delete option but duplicate, rename, change status etc.

    2 votes

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  13. option to manually change document status - viewed to paid

    2 votes

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  14. The ability to add a verification or 2-step process when deleting documents.

    i.e when a document is clicked for deletion, a message pops up alerting that the document will be moved to trash, asking if the user would like to proceed.

    2 votes

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  15. 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.

    2 votes

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  16. Have the option to auto-update the documents after updating the template used to create those documents

    3 votes

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  17. I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.

    4 votes

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  18. Option to set document value based on variable

    1 vote

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  19. Option to reorder tabs at Home

    1 vote

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  20. The client was looking for a password protected folder where they can input all of their documents that is safe from their members.

    1 vote

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