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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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789 results found

  1. Simplify Document Creation and Sending Process

    Reduce the number of steps required to create and send a document to streamline the workflow.

    4 votes

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  2. Reporting: add reason for decline

    Provide reason for declining on Report

    3 votes

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  3. Send the document automatically from HubSpot

    Send the document automatically from HubSpot

    2 votes

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  4. CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.

    CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.

    This customer has numerous workspaces and use cases that c-suite would like to leverage CLM to view all documents across all workspaces.

    3 votes

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  5. Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status

    Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Restrict Reporting Data Access

    The option to restrict what users can access in Reporting (add permission management for Custom Roles).

    Example is restricting a user to only see data related to his their own documents.

    2 votes

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  7. Completed date in reporting that corresponds with final signer

    Hi!
    Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.

    And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount…

    2 votes

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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  8. Support Pinterest video embed in documents

    Support upload of videos for documents from Pinterest

    2 votes

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  9. Support Instagram video embed in documents

    Support upload of videos for documents from Instagram

    2 votes

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  10. Page layout UX improvements

    Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.

    1 vote

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  11. Option to remove the white bar in the embedded document view

    When you embed a document there is a white bar at the top which has the document name and a drop down to change the language. If you're not using multi-language documents this drop down option is confusing and renders the whole top bar a waste of space. Option to remove it would be helpful and helps bring the document up the page.

    2 votes

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  12. Thumbnail/preview on recipient analytics on mobile app

    add a thumbnail preview underneath the percentage of time spent to know what slide that is.

    1 vote

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  13. quick reminder button right from document list viewing by status

    When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc

    1 vote

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  14. 'In progress' Document Status

    Requesting adding a new status so that once a document signatory process has started there's a new status after viewed called in progress

    2 votes

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  15. Download option in the home dashboard

    Make the download option available on the Home dashboard.

    3 votes

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  16. Edit how Comments are shown

    Have the ability to change how, when, and the names from commentors are displayed when editing template

    1 vote

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  17. Edit Signer information after signed

    Ability to change signer information (Change or add e-mail address) after signing the document.

    1 vote

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  18. ability to control content access across all workspaces from a single source as the account owner, without having to duplicate or draft doc

    2 votes

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  19. Filter timeline by user

    Ability to filter the timeline by user/document owner.

    1 vote

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  20. Download as HTML

    Ability to Export PandaDoc document as HTML

    2 votes

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