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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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551 results found

  1. Bulk download on Inbox page

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. [Content Library] download content library items

    Add ability to download CLIs

    13 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  3. Save and Doesn't save buttons for templates and documents

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

    18 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  4. [Comments] Ability for recipients to send private comments

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Add indicator for expiring soon documents

    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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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Ability to search from Dashboard

    Search documents from the dashboard

    25 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  7. [Comments] Ability to delete comments

    Editor 2.0

    Ability to delete comments

    15 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Archive the completed documents

    Save all the completed documents as PDFs automatically.

    14 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  9. Lister: The "Sent by someone" filter in the Documents tab

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Add multiple recipients to one doc at the same time

    From some CSV, for example.

    3 votes

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  11. Delete tags from the list of already added tags

    16 votes

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  12. More Robust Analytics Reporting

    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).

    16 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  13. Approve document in mobile app - Editor 2

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. HBSC account direct payment

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

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. [Bulk actions] Ability to change sequence of multiple templates at once

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. The Signed status in the Actions tab

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

    23 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  17. Tag several documents at once

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Adding tag qualifies as document modification

    When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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  19. Contract Lifecycle Management (CLM)

    53 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  20. Filter Documents by Contact's email

    wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view

    4 votes

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