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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. Give option to export list of all Documents status.

    16 votes

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  4. 1 vote

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  5. 1 vote

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  6. 1 vote

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  7. 10 votes

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  8. transfer ownership of multiple documents/folder

    37 votes

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    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!

  9. 3 votes

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  10. 3 votes

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

    3 votes

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  12. 2 votes

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  13. 1 vote

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  14. 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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  15. 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.

    158 votes

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  16. 1 vote

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  17. The option to edit the Completed document with saving the signature.

    194 votes

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  18. Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

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  19. 1 vote

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  20. 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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