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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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721 results found

  1. 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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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. 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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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Allow multiple sequence numbers per one document

    1 vote

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  4. Report on Pricing Table line items details (like SKU number)

    2 votes

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  5. 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).

    45 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  6. When bulk downloading ZIP file, each pdf name should match the csv document title.

    When bulk downloading ZIP file, each pdf name should match the csv document title.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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  8. (bulk send ) documents auto enter the name when user fills it out

    1 vote

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  9. Export all documents list with statuses and other information

    Give option to export list of all Documents status.

    16 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  10. The ability to see which recipients have viewed a particular document, and which have not.

    Right now this isn't available with the reporting feature.

    1 vote

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  11. Would like the name of the uploaded CSV file to be displayed in the email that states the upload failed.

    1 vote

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  12. Export documents tag list

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. transfer ownership of multiple documents/folder

    transfer ownership of multiple documents/folder

    37 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. Export recipient replies via Bulk send into CSV

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. More reporting data availability: see how many quotes have pricing tables with discounts

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  17. Specify location to save document

    option to save completed document on different location of device rather than a default location of downloads

    3 votes

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  18. [Bulk send] Bundling

    2 votes

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  19. Forecasting

    1 vote

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  20. auto-populate IP of the users

    Is there a way to have a box for customer to click and it auto imports their IP address?

    2 votes

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