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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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737 results found

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

    6 votes

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  2. 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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  3. 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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  4. Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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  5. support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    42 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!

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

    16 votes

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  7. 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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  8. 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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  9. When you create a document, if you are in a folder, it gets created in said folder.

    4 votes

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  10. Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    3 votes

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  11. 2 votes

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  12. Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    7 votes

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  13. 13 votes

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  14. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    15 votes

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  15. 1 vote

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  16. ability to access uploaded file by the signer in a completed document

    9 votes

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  17. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  18. Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    7 votes

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  19. 1 vote

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  20. 93 votes

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    Hi there. Thank you for submitting your idea! 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!

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