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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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334 results found

  1. Create doc/template quick buttons

    Shortcuts for documents or templates

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Text formatting for saved messages

    34 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

  3. Edit the Completed document with saving the signature

    The option to edit the Completed document with saving the signature.

    215 votes

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    12 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

  4. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    The option to restore signed document after pressing Edit button.

    104 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  5. Audit Trail - add more events

    The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    31 votes

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    7 comments  ·  Documents & Data Management  ·  Admin →
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  6. Ability to search within the document

    Ability to search within the document

    28 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  7. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    Ability to create new status tiles for document management.

    153 votes

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    33 comments  ·  Documents & Data Management  ·  Admin →
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  8. Save and Doesn't save buttons for templates and documents

    Save and Doesn't save buttons for templates and documents.

    26 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  9. More Robust Analytics Reporting

    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).

    21 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

  10. Contract Lifecycle Management (CLM)

    74 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  11. Ability to send password-protected documents in bulk

    5 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  12. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. OCR capabilities

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

    32 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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