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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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684 results found

  1. The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    16 votes

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  2. 2 votes

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  3. 3 votes

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  4. Display uploaded files in the PDF ev1

    13 votes

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  5. OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    24 votes

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  6. 9 votes

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  7. 2 votes

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  8. Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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  9. 2 votes

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  10. Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.

    2 votes

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  11. I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.

    I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…

    2 votes

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  12. be able to split the document into parts after completion

    3 votes

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  13. 2 votes

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  14. 2 votes

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  15. Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name

    1 vote

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  16. ability to search for those who have not signer /opened a document yet

    6 votes

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  17. 3 votes

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  18. 5 votes

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  19. Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

    2 votes

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  20. Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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