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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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551 results found

  1. 2 votes

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  2. 13 votes

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

    18 votes

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  4. 2 votes

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  5. 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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  6. Search documents from the dashboard

    25 votes

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  7. Editor 2.0

    Ability to delete comments

    15 votes

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  8. Save all the completed documents as PDFs automatically.

    14 votes

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  9. 1 vote

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  10. 3 votes

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  11. 16 votes

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  12. 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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  13. 4 votes

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

    2 votes

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  15. 2 votes

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

    23 votes

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  17. 4 votes

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

    4 votes

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  19. 53 votes

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  20. 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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