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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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726 results found

  1. Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Distinguish recipient status in the doc list

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

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

    31 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  4. ability to search for those who have not signer /opened a document yet

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

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Create doc/template quick buttons

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Text formatting for saved messages

    31 votes

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    Idea  ·  6 comments  ·  Documents & Data Management  ·  Admin →
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  7. Edit the Completed document with saving the signature

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

    194 votes

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    11 comments  ·  Documents & Data Management  ·  Admin →
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  8. Upload docs to PandaDoc with the Print feature

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Native CPQ within PandaDoc

    have native CPQ functionality within PandaDoc

    11 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    The option to restore signed document after pressing Edit button.

    88 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    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!

  11. Increase the document sequence by more than 1

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Ability to sort docs in the Inbox tab

    9 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  13. A way of marking a completed document as amended

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Ability to Change Time Zone for a Signature Certificate

    The option to change time zone for signature certificate.

    134 votes

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    8 comments  ·  Documents & Data Management  ·  Admin →
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  15. Audit Trail - add more events

    The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    20 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  16. Ability to search within the document

    Ability to search within the document

    25 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  17. Save a document to folders from within the document

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    13 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  19. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    Ability to create new status tiles for document management.

    138 votes

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    29 comments  ·  Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hi. 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. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

    The option to search from Documents tab by status and tag simultaneously.

    19 votes

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