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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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736 results found

  1. Limit Bulk Send User

    Limit the user of the bulk send

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Add "To Sign" to Dashboard

    Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    3 votes

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  3. Export a list of all upcoming renewals

    21 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  4. The "viewed" filter in the Documents view encompasses both "signed by none" and "signed by the 1st party, not by the 2nd" documents,

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. A document reference number to use for locating/identifying a document within PandaDoc-that can also be referenced by PandaDoc Support team

    1 vote

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  6. total Value either at the top of the bottom should be present

    1 vote

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  7. The ability to change the statuses of the document to any possible status manually.

    27 votes

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    9 comments  ·  Documents & Data Management  ·  Admin →
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  8. Private message per recipient

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Turn off 2.0 icon

    Turn off "2.0" icon next to documents/templates

    1 vote

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  10. Adding a note with document ownership transfer

    Adding a note when you transfer a document

    2 votes

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  11. Search by tags via search bar exactly

    Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Created documents get put in folder you are in

    When you create a document, if you are in a folder, it gets created in said folder.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. private dashboard of docs that contained financial info

    A private dashboard of docs that contained financial info so other users cannot see unless invited

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Be able to delete the outline of the checkboxes

    2 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  15. Disable Duplication of EV1 Content

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  17. Ability to add or attach a document / attachment to a completed document

    Would like to have the ability to add W-9 and Banking instructions to a completed document.

    20 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  18. [Integration] Content management system

    Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Grand total displayed for folders on the Documents list view

    1 vote

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  20. Report to know how many docs are not signed immediately.

    Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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