Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. 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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  3. for the creator license to not be able to to edit the signing order in the document

    1 vote

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  4. Want to be able to search for documents by value and date range

    1 vote

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

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

    1 vote

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  6. Option to present/get repoting data in Power BI

    1 vote

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  7. 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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  8. 1 vote

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  9. Option to automate the process of recieving signature certificate after the document is signed.

    1 vote

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  10. show only own templates

    1 vote

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  11. In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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  12. Ability to download a .docx of template from the main template list

    1 vote

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  13. Ability to use "this month" filter for the reporting.

    1 vote

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  14. Graphical representation reporting - pie charts and other visuals

    1 vote

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  15. Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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  16. Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. Filter documents in Inbox by status

    2 votes

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  20. It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.

    1 vote

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