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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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  2. to set up the UTM parameter in PandaDoc and get it visualized through our analytics.

    https://pandadoc.zendesk.com/agent/tickets/389879

    1 vote

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  3. to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.

    https://pandadoc.zendesk.com/agent/tickets/414426

    1 vote

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  4. Option to restore classic status indicator on documents:
    Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.

    1 vote

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  5. export the sales part of the documents in the CSV file

    E.g. Pricing tables items

    https://pandadoc.zendesk.com/agent/tickets/415141

    1 vote

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  6. Ability to change the file location inside the document without leaving the document.
    Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

    5 votes

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  7. Specify how the payment is made (ACH, Card)

    3 votes

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  8. Options to reject the documents once the comments has been noted or written.

    1 vote

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  9. Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)

    4 votes

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  10. option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.

    1 vote

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  11. Now we can rename a sent document from the Documents section only, however, as we open a document, the previous document name stays on the top left of the cover page

    3 votes

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  12. • Unable to search by doc name when viewing inbox
    • As admin unable to take control over docs sent by users
    • As admin unable to impersonate other users
    • When recipients are altered it disarranges preassigned field boxes
    • Templates are easily modified as they do not require to hit a ‘save’ box when a change is made
    • As soon as you open a template it is in ‘edit’ mode which has caused users to accidentally modify templates

    1 vote

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  13. 1 vote

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  14. Would like the capability for a bundle to be sent upon a signed NDA.
    Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.

    5 votes

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  15. Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account

    1 vote

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  16. option to attach multiple documents under one persons name besides just using a folder using document bundling

    1 vote

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  17. After a document goes through the approval process they stay in the "For Approval" block once they have been approved or rejected. It would be nice for them to move to to a Approved block or a Rejected block for visual confirmation of the process being completed instead of them staying in the "For Approval" until they are sent or Re-submitted for Approval.

    1 vote

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  18. Client requested if she could have a quick glance to same document type and see how many of them were made.

    1 vote

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  19. Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    1 vote

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  20. 2 votes

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