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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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789 results found

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

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

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Disable the option to edit a completed document

    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.

    29 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  3. 1.0 content should be included into the new reporting tool

    1 vote

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  4. Option to see the users who deleted a document / template

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

    15 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  5. save filled signature once the document is edited

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Export recipient replies via Bulk send into CSV

    3 votes

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  7. Ability to tag folders

    2 votes

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  8. Bundles - checkpoints

    checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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  9. Data on best time to send documents

    Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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  10. Ability to export selected PDFs from multiple searches in a single batch

    Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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  11. direct a new document with the transfer data option into the folder the initial document was created in

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  12. Specify location to save document

    option to save completed document on different location of device rather than a default location of downloads

    3 votes

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  13. One signature generate 2 copies of completed pdf

    user to fill and sign only once, and then two copies are generated based on the one user filled and signed.

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. hide the column with the dropdown in the pricing table before sending a document

    The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Filter timeline activity log

    Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. track who download the document or if the recipient downloaded the document in PandaDoc

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Export emojis to PDF

    11 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  18. report how many documents created by week

    How many documents were created by week - get a report of this.

    2 votes

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  19. Reporting based on discounts on line items in CPQ

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Custom report for recipients by status

    Would like a report to identify recipients by document status

    2 votes

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