Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 32 votes

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

    17 votes

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  3. 4 votes

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  4. 2 votes

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  5. 11 votes

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

    9 votes

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  7. 2 votes

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  8. 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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  9. Search documents from the dashboard

    20 votes

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  10. Editor 2.0

    Ability to delete comments

    15 votes

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  11. Save all the completed documents as PDFs automatically.

    14 votes

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  12. 1 vote

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  13. 3 votes

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  14. 13 votes

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  15. 14 votes

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  16. 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).

    15 votes

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  17. 3 votes

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  18. Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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  19. 2 votes

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  20. The sender should know when a document was signed, not only completed.

    22 votes

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