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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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677 results found

  1. Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    140 votes

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  2. Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    18 votes

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  3. 2 votes

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  4. 1 vote

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  5. 1 vote

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  6. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)

    102 votes

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    Hi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:

    Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.

    We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  7. A private dashboard of docs that contained financial info so other users cannot see unless invited

    6 votes

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  8. user to fill and sign only once, and then two copies are generated based on the one user filled and signed.

    1 vote

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  9. The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?

    2 votes

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  10. Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    6 votes

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  11. 2 votes

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  12. Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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  13. How many documents were created by week - get a report of this.

    2 votes

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  14. Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.

    3 votes

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  15. 1 vote

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  16. Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?

    1 vote

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  17. 101 votes

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  18. Would like a report to identify recipients by document status

    2 votes

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  19. Allow Search cross workspaces for documents

    20 votes

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  20. Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.

    1 vote

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