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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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823 results found

  1. Metrics/reporting for contract negotiations (redlining). Detailed exportable summary

    Would like metrics tracking contract negotiations data. Reps using, edits, etc.

    6 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  2. Upload a whole folder of documents from DropBox to PandaDoc with the same integration

    In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Ability to use "this month" filter for the reporting.

    Ability to use "this month" filter for the reporting.

    1 vote

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  4. Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download

    Preserve the PDF layers once exported from PandaDoc

    2 votes

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  5. Lock completed documents

    Have an option where once document is completed, it is locked and cannot be opened.

    27 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  6. Additional option for Expiration frequencies: send the document weekly and then monthly

    Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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  7. Prevent a user from modifying a doc created from a template before sending it

    1 vote

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  8. Report for documents that changed to a certain status during a date range

    2 votes

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  9. Filter timeline activity log

    Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  10. download graphs in the reporting tool

    https://app.pandadoc.com/a/#/reporting/workflow-overview

    1 vote

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  11. Option to exclude data from deleted documents in reporting

    2 votes

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  12. 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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  13. 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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  14. Allow multiple sequence numbers per one document

    1 vote

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

    2 votes

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  16. 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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  17. Export all documents list with statuses and other information

    Give option to export list of all Documents status.

    18 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  18. 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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  19. transfer ownership of multiple documents/folder

    transfer ownership of multiple documents/folder

    44 votes

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    3 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!

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

    1 vote

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