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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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467 results found

  1. 1 vote

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  2. Be able to add SMS verification to bundled documents.

    3 votes

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  3. e.g. Specify "Page 1 of 10" to start on page 3, and "Page 2 of 10" to start on page 4, etc....

    1 vote

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  4. 145 votes

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  5. Ability to set set a custom sequence number on a document whether it was previously used or not

    1 vote

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  6. 1 vote

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  7. Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    3 votes

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  8. Ability to limit document creation for account users

    1 vote

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  9. Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    1 vote

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  10. 22 votes

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  11. The ability to download a list of documents created from CRM integrations only.

    1 vote

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  12. We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    1 vote

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  13. 5 votes

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  14. 1 vote

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  15. We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    "We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents."

    1 vote

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  16. To have an option to create a report of all renewal dates of the documents (also with the status as Complete and Draft)

    1 vote

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  17. Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.

    1 vote

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  18. The signed document can be added as PandaDoc document to a new document which is not signed.

    https://pandadoc.zendesk.com/agent/tickets/403225

    2 votes

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  19. A way to compile a list of email addresses from expired documents without having to click into each one separately.

    1 vote

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  20. Can I add an attachment to that message while in the PandaDocs environment?

    (email body before sending document via email)

    2 votes

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