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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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715 results found

  1. Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.

    22 votes

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  2. Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    26 votes

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  3. 1 vote

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  4. When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)

    1 vote

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  5. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  6. Ability to see Activity Reporting for Embed option

    1 vote

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  7. 1 vote

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  8. 3 votes

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  9. In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    16 votes

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  10. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    12 votes

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  11. Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    11 votes

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  12. Change document status from Completed to Viewed manually

    2 votes

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  13. Ability to override or skip someone in the signing order (incase they are no longer apart of the process or necessary to complete the document)

    17 votes

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  14. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)

    104 votes

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    Hi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:

    Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.

    We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  15. Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)

    2 votes

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  16. 2 votes

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  17. mass check documents that are being sent out of bulk to know if any of them differ from the original template

    2 votes

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  18. 2 votes

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  19. Ability to download images used in PandaDoc documents

    10 votes

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  20. Separate column where tags are listed when viewing documents in the list view.

    1 vote

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