Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 4 votes

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  2. When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.

    5 votes

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  3. 4 votes

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  4. Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    2 votes

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  5. Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    2 votes

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  6. 1 vote

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  7. 2 votes

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  8. Ability to customize Dashboard to see the total value of specific documents

    1 vote

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  9. The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.

    1 vote

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  10. Ability to have Bulk send analytics results.

    1 vote

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  11. 2 votes

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  12. 1 vote

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  13. 2 votes

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  14. to set up the UTM parameter in PandaDoc and get it visualized through our analytics.

    https://pandadoc.zendesk.com/agent/tickets/389879

    1 vote

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  15. to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.

    https://pandadoc.zendesk.com/agent/tickets/414426

    1 vote

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  16. In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document

    1 vote

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  17. A panel where customers can see which documents were deleted, and by whom and when.

    6 votes

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  18. Option to restore classic status indicator on documents:
    Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.

    1 vote

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  19. export the sales part of the documents in the CSV file

    E.g. Pricing tables items

    https://pandadoc.zendesk.com/agent/tickets/415141

    1 vote

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  20. Specify how the payment is made (ACH, Card)

    3 votes

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