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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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825 results found

  1. Essentially would like to download an exact copy of the report that you see in PandaDoc. Do not want to break down to list each document individually

    2 votes

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  2. A feature that automatically recognizes and transfers data from one document into another template/document. For example, applicants regularly send us their CVs, then we have to rewrite them to our template so that they all look the same and remove the personal data.

    2 votes

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  3. Currently Pandadoc quotes are clunky - relies on remembering all your quotations. Follow up is key to understand the client has not had issues with receiving the quotation etc...

    If Pandadoc is really serious about improving this space a followup sequence needs to be implemented i.e. suggest 3 follows 1st is courtesy, 2nd is there anything we can do to move the sale along, 3rd is we're here for you but if you are not currently able to follow through please get in touch with us when you are ready. We need to be able to set dates for the…

    1 vote

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  4. Option to have an expiration date as a filter under the Documents tab

    2 votes

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  5. Make the download option available on the Home dashboard.

    3 votes

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  6. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  7. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    8 votes

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  8. Set expiration date when uploading the document

    18 votes

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  9. Bulk download for attachments

    2 votes

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  10. Similar to the tracking available for views/clicks once a document has been sent, the leadership at my company would like to be able to track how long our users are spending creating / editing a document, in order to track improvements in efficiency. The report about time from created to sent includes all time spent waiting for information or outside of work, we would like to see only the time spent in a document!

    2 votes

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  11. Report for all sent and all contracts that have been signed as a ratio and will show in a graph

    2 votes

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  12. Have document status as a standard filter when reporting on "Data" fields in document repository. We did not setup a field for document status, assuming this would be a filter, we added all the fields and data to each document, when pulling reporting, draft and cancelled documents are pulling in without a way to exclude these.

    2 votes

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  13. Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.

    3 votes

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  14. Have the option to fill in data field values for templates/documents in bulk instead of one at a time.

    1 vote

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  15. The document has 2 notifications: one waiting for payment and one for paid. Option to keep only Document paid notification.

    2 votes

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  16. The option to restrict what users can access in Reporting (add permission management for Custom Roles).

    Example is restricting a user to only see data related to his their own documents.

    2 votes

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  17. Hi!
    Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.

    And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount…

    2 votes

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    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!

  18. Support upload of videos for documents from Pinterest

    2 votes

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  19. Support upload of videos for documents from Instagram

    2 votes

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  20. Trash Bin: Be able to view documents without restoring them.

    3 votes

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