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Ideas to Improve PandaDoc

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  • 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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715 results found

  1. Include a "Failed Delivery" status if document is sent, but then fails.

    14 votes

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  2. 7 votes

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  3. Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    156 votes

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  4. Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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  5. Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

    2 votes

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  6. 101 votes

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  7. At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

    2 votes

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  8. Option to sort the documents by completed date and time.

    13 votes

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  9. The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    2 votes

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  10. 5 votes

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  11. 2 votes

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  12. Ability to add a specific expiration date for several documents at the same time

    31 votes

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  13. ability to search for those who have not signer /opened a document yet

    6 votes

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  14. 4 votes

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  15. 31 votes

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  16. The option to edit the Completed document with saving the signature.

    194 votes

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  17. 1 vote

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  18. have native CPQ functionality within PandaDoc

    11 votes

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  19. 88 votes

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    Hi there. Thank you for submitting your idea! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. 1 vote

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