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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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736 results found

  1. Option to present/get repoting data in Power BI

    Option to present/get repoting data in Power BI

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Search for a document by a populated field value

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  3. Ability to export list of all the folders and files within the app, export folders tree.

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  4. Metrics/reporting for contract negotiations (redlining). Detailed exportable summary

    Would like metrics tracking contract negotiations data. Reps using, edits, etc.

    6 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  5. Upload a whole folder of documents from DropBox to PandaDoc with the same integration

    In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Ability to use "this month" filter for the reporting.

    Ability to use "this month" filter for the reporting.

    1 vote

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  7. Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download

    Preserve the PDF layers once exported from PandaDoc

    2 votes

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  8. Additional option for Expiration frequencies: send the document weekly and then monthly

    Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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  9. Transfer data to: map pricing tables

    Transfer data to: map pricing tables s in the original document with pricing tables in the new document.

    6 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  10. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    56 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  11. Lock completed documents

    Have an option where once document is completed, it is locked and cannot be opened.

    25 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  12. Prevent a user from modifying a doc created from a template before sending it

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Validation signature stamps

    Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    35 votes

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    Idea  ·  8 comments  ·  Documents & Data Management  ·  Admin →
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  14. Report for documents that changed to a certain status during a date range

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Filter timeline activity log

    Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. download graphs in the reporting tool

    https://app.pandadoc.com/a/#/reporting/workflow-overview

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Option to exclude data from deleted documents in reporting

    2 votes

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  18. Set type of content internal users can download

    Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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  19. Document menu: View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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  20. Allow multiple sequence numbers per one document

    1 vote

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