Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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)

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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  2. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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  3. Increase the document sequence by more than 1

    1 vote

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  4. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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  5. [Bulk actions] Ability to change sequence of multiple templates at once

    2 votes

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  6. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.

    2 votes

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  7. Catalog - Ability to update custom columns with a CSV

    2 votes

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  8. Lister: The "Sent by someone" filter in the Documents tab

    1 vote

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