Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.

    1 vote

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  2. When bulk downloading ZIP file, each pdf name should match the csv document title.

    2 votes

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  3. Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    4 votes

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  4. 1 vote

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  5. A panel where customers can see which documents were deleted, and by whom and when.

    6 votes

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  6. 1 vote

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  7. 3 votes

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  8. Platform-wide word search / word search & replace.

    4 votes

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  9. 1 vote

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  10. checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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  11. Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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  12. Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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  13. 1 vote

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  14. option to save completed document on different location of device rather than a default location of downloads

    2 votes

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  15. Ability to set the Document Value in a Content Library

    1 vote

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  16. user to fill and sign only once, and then two copies are generated based on the one user filled and signed.

    1 vote

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  17. The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?

    2 votes

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  18. Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.

    2 votes

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  19. 1 vote

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  20. 1 vote

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