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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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716 results found

  1. Export specific data from Reporting, based on filters

    Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. download graphs in the reporting tool

    https://app.pandadoc.com/a/#/reporting/workflow-overview

    1 vote

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  3. Set type of content internal users can download

    Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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  4. Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document

    Option to track who the link was shared to when a recipient forwards a document link

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Ability capture the browser used by recipients in the audit trail.

    2 votes

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  6. Export in CSV file draft documents, include Draft document into the reporting

    export in CSV file draft documents

    https://pandadoc.zendesk.com/agent/tickets/389940

    3 votes

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  7. UTM parameter

    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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  8. adjust the signed pdf name of the completed document

    once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    5 votes

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  9. Allow multiple sequence numbers per one document

    1 vote

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  10. attach bundle documents as a single file upon completion

    attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    8 votes

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  11. Version history - export/download templates / Ability to print changed versions within PandaDoc UI

    version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    5 votes

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  12. View and track edits feature in the document version history like in MS word or google docs

    track edits feature in the document like in MS word or google docs

    9 votes

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  13. Add custom validity to a signed document

    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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  14. When a document is complete (wet signature) would like to upload multiple docs when changing the status

    When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status

    3 votes

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  15. View a completed document with a signature certificate inside the editor, as well as on a downloaded pdf

    2 votes

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  16. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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  17. Option to change the document owner once a document is generated from CRM

    Option to change the document owner once a document is generated from CRM.

    • Will allow the creator of the account to choose the owner of the document once creted from CRM
    5 votes

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  18. The ability to separate documents in a bundle to be totally separate document.

    Remove a document from a bundle and make it a totally separate document without having to use the content library.

    5 votes

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  19. Ability to export list of all the folders and files within the app, export folders tree.

    1 vote

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  20. Export comments/suggestions to Excell or Google Sheets

    6 votes

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