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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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731 results found

  1. Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.

    6 votes

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  2. In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.

    1 vote

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  3. a storage for completed documents without making it as a draft

    11 votes

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  4. 1 vote

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  5. The option to change time zone for signature certificate.

    134 votes

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  6. 139 votes

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  7. Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields

    3 votes

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  8. 19 votes

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  9. 4 votes

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  10. Ability to allow users to attach files even when the document has been sent.

    10 votes

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  11. 1 vote

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  12. 6 votes

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  13. when bulk downloading documents save them as PDF, not in ZIP file

    6 votes

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  14. checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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  15. Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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  16. Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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  17. Would like to be able to have an option in the Dashboard to see further than 1 year.

    36 votes

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  18. It would be great to have a search function to make finding documents in the 'inbox' easier

    16 votes

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  19. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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  20. It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order

    2 votes

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