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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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765 results found

  1. [Reporting] 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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  2. 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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    1 comment  ·  Documents & Data Management  ·  Admin →
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  3. 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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  4. Allow multiple sequence numbers per one document

    1 vote

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  5. 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

    11 votes

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  6. 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.

    6 votes

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  7. 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

    10 votes

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  8. 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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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. 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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  10. View a completed document with a signature certificate inside the editor, as well as on a downloaded pdf

    2 votes

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  11. 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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  12. 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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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. 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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  14. Ability to export list of all the folders and files within the app, export folders tree.

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Export comments/suggestions to Excell or Google Sheets

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. Remove documents from timeline on the dashboard

    5 votes

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  17. Random proposal numbers: option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    4 votes

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  18. Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download

    Preserve the PDF layers once exported from PandaDoc

    2 votes

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  19. Create document folders for each contact (client) in bulk

    2 votes

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  20. (bulk send ) documents auto enter the name when user fills it out

    1 vote

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