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Ideas to Improve PandaDoc

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  • 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. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Ability to send password-protected documents in bulk

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Modify Dashboard: create filters, hide statuses

    The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

    191 votes

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    On roadmap  ·  22 comments  ·  Documents & Data Management  ·  Admin →
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  4. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Catalog - Ability to update custom columns with a CSV

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. [Bulk action] Select and edit several documents at once

    Select and edit several documents at once.

    7 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Export details - Audit Trail

    Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    71 votes

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    Idea  ·  8 comments  ·  Documents & Data Management  ·  Admin →
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  9. Filter documents by products added from catalog

    3 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Completed to paid status manually

    27 votes

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    Idea  ·  7 comments  ·  Documents & Data Management  ·  Admin →
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  11. Viewed status

    Differentiate Expired Documents that have been viewed or not viewed.

    Do not change the document status to Viewed if a cc has opened it, only if the signer has opened

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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