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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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825 results found

  1. 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!

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

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Reporting based on discounts on line items in CPQ

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  4. The ability to see which recipients have viewed a particular document, and which have not.

    Right now this isn't available with the reporting feature.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Would like the name of the uploaded CSV file to be displayed in the email that states the upload failed.

    1 vote

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  6. Permissions for specific documents: Private documents (Password protect documents internally)

    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.

    193 votes

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    16 comments  ·  Documents & Data Management  ·  Admin →
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  7. Export documents tag list

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. copy the entire folder with templates/docs in it

    18 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  10. Export recipient replies via Bulk send into CSV

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).

    135 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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  12. Specify location to save document

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

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. [Bulk send] Bundling

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Edit the Completed document with saving the signature

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

    211 votes

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    12 comments  ·  Documents & Data Management  ·  Admin →
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  15. Forecasting

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. auto-populate IP of the users

    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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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Reporting on document that were sent and then moved back to draft status

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Filter criteria for the dashboards view per date range

    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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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  19. Search by tags via search bar exactly

    Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. search/filter/manage documents by SKU

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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