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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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733 results found

  1. • 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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  2. 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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  3. The signed document can be added as PandaDoc document to a new document which is not signed.

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

    2 votes

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

    1 vote

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  5. 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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  6. 6 votes

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

    3 votes

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

    3 votes

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

    1 vote

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  11. Graphical representation reporting - pie charts and other visuals

    3 votes

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

    1 vote

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  13. 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.

    5 votes

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  14. 2 votes

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  15. 4 votes

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  16. Filter documents in Inbox by status

    13 votes

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  17. 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.

    5 votes

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  18. 1 vote

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  19. when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.

    2 votes

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  20. Be able to add SMS verification to bundled documents.

    3 votes

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