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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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677 results found

  1. Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)

    4 votes

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  2. More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    2 votes

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  3. Export a list of paid documents with the name, amount and date it was paid.

    4 votes

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  4. Turn off "2.0" icon next to documents/templates

    1 vote

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  5. When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.

    5 votes

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  6. 1 vote

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  7. Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.

    4 votes

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  8. ability to add a rule to change from viewed to completed

    3 votes

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  9. every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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  10. Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.

    1 vote

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  11. Preview a template when you are in the "Templates" tab

    13 votes

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  12. The ability to change the date under your name in your Inbox in PandaDoc - sending date should be visible instead of the date when a document was created.

    3 votes

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  13. Ability to add a specific expiration date for several documents at the same time

    30 votes

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  14. 29 votes

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  15. Ability to pull tokens from both Deal and Contant records simultaneously

    6 votes

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  16. A feature to track the users who have downloaded the files in the workspace

    2 votes

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  17. Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.

    4 votes

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  18. Allow to map quantity of items to certain variables

    4 votes

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  19. Would like the ability to lockdown end users from being able to clone completed documents. (Improve best practices)

    1 vote

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  20. 1 vote

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