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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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729 results found

  1. 1 vote

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  2. Ability to set conditions to bundle documents

    5 votes

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  3. Would like to have a report to pull CRM created docs vs. PD created docs by user
    Request rooted from QBR

    13 votes

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  4. Ability to change the file location inside the document without leaving the document.
    Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

    10 votes

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  5. Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)

    6 votes

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  6. 2 votes

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  7. Is there a way to have a box for customer to click and it auto imports their IP address?

    2 votes

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  8. 1 vote

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  9. Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?

    1 vote

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  10. Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. delete a workspace or archive a workspace

    35 votes

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    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!

  14. In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.

    1 vote

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  15. When bulk downloading ZIP file, each pdf name should match the csv document title.

    4 votes

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  16. Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    27 votes

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  17. 1 vote

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  18. A panel where customers can see which documents were deleted, and by whom and when.

    15 votes

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  19. 2 votes

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  20. 3 votes

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