Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to Change Time Zone for a Signature Certificate

    The option to change time zone for signature certificate.

    85 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →

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  2. option to make card details unmasked

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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  3. 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

    14 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →

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  4. Ability to search within the document

    Ability to search within the document

    10 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →

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  5. Save a document to folders from within the document

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →

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  6. Template to doc folder

    Documents created from a template automatically move to a specific folder once created/sent

    10 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →

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  7. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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  8. Create Custom Statuses for Documents

    Ability to create new status tiles for document management.

    27 votes

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    Idea  ·  7 comments  ·  Documents & Data Management  ·  Admin →

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  9. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

    The option to search from Documents tab by status and tag simultaneously.

    13 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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  10. Reporting - Export filtered recipient who hasn't sign on document

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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  11. Bulk download on Inbox page

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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  12. [Content Library] download content library items

    Add ability to download CLIs

    11 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →

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

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

    9 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →

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  14. [Comments] Ability for recipients to send private comments

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →

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  15. Add indicator for expiring soon documents

    I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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  16. Ability to search from Dashboard

    Search documents from the dashboard

    16 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →

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  17. [Comments] Ability to delete comments

    Editor 2.0

    Ability to delete comments

    15 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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  18. EV2. Delete multiple pages at once

    21 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →

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  19. Archive the completed documents

    Save all the completed documents as PDFs automatically.

    14 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →

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  20. Lister: The "Sent by someone" filter in the Documents tab

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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